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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,162 | $138,312-0.8% | $122,979+11.5% | $155,188-11.6% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 14.70% | 22.06%-7.4pp | 20.12%-5.4pp | 148.84%-134.1pp |
| Employer contribution / active EE | $272 | $3,530-92.3% | $3,062-91.1% | $4,248-93.6% |
| Participant deferral / active EE | $3,195 | $5,592-42.9% | $5,003-36.1% | $6,531-51.1% |
| Admin fee / account holder | $14,136 | $15,089-6.3% | $12,864+9.9% | $14,480-2.4% |