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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 | $86,488 | $160,028-46.0% | $147,080-41.2% | $145,884-40.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 16.17% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $714 | $5,286-86.5% | $4,933-85.5% | $4,662-84.7% |
| Participant deferral / active EE | $7,946 | $8,422-5.7% | $8,066-1.5% | $6,690+18.8% |
| Admin fee / account holder | $2,435 | $15,030-83.8% | $12,989-81.3% | $13,392-81.8% |