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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 | $19,598 | $124,425-84.2% | $112,040-82.5% | $137,256-85.7% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 13.67% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $131 | $3,411-96.2% | $2,954-95.6% | $4,156-96.8% |
| Participant deferral / active EE | $2,190 | $5,718-61.7% | $5,098-57.0% | $6,407-65.8% |
| Admin fee / account holder | $1,240 | $15,207-91.8% | $12,098-89.7% | $12,270-89.9% |