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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 | $61,054 | $139,948-56.4% | $121,663-49.8% | $154,746-60.5% |
| Participation rate | 0.0% | 78.0%-78.0pp | 74.5%-74.5pp | 80.7%-80.7pp |
| Annual return | 8.94% | 230.52%-221.6pp | 147.54%-138.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $15 | $3,521-99.6% | $3,020-99.5% | $4,379-99.7% |
| Participant deferral / active EE | $5,332 | $5,629-5.3% | $4,887+9.1% | $6,730-20.8% |
| Admin fee / account holder | $20,068 | $17,321+15.9% | $14,289+40.4% | $14,365+39.7% |