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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 | $75,531 | $64,311+17.4% | $57,356+31.7% | $125,389-39.8% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 83.2%-83.2pp |
| Annual return | -0.06% | 25.14%-25.2pp | 24.41%-24.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,711 | $3,846+126.5% | $3,162+175.5% | $5,352+62.8% |
| Admin fee / account holder | $3,607 | $5,243-31.2% | $3,357+7.4% | $9,541-62.2% |