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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 | $233,468 | $62,589+273.0% | $76,768+204.1% | $64,173+263.8% |
| Participation rate | 0.0% | 72.8%-72.8pp | 77.0%-77.0pp | 69.6%-69.6pp |
| Annual return | -3.26% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $353 | $1,832-80.7% | $2,485-85.8% | $2,381-85.2% |
| Participant deferral / active EE | $2,653 | $3,145-15.6% | $3,852-31.1% | $3,470-23.5% |
| Admin fee / account holder | $1,902 | $4,667-59.3% | $6,675-71.5% | $4,887-61.1% |