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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 | $169,868 | $69,248+145.3% | $64,101+165.0% | $139,466+21.8% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 22.65% | 45.95%-23.3pp | 33.72%-11.1pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,175 | $4,682-32.2% | $3,881-18.2% | $6,712-52.7% |
| Admin fee / account holder | $41,974 | $4,247+888.2% | $3,070+1267.1% | $11,409+267.9% |