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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 | $93,176 | $228,352-59.2% | $185,827-49.9% | $158,950-41.4% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | 16.94% | 40.81%-23.9pp | 35.96%-19.0pp | 302.91%-286.0pp |
| Employer contribution / active EE | $522 | $4,967-89.5% | $4,087-87.2% | $4,762-89.0% |
| Participant deferral / active EE | $22,750 | $6,416+254.6% | $5,633+303.9% | $5,983+280.3% |
| Admin fee / account holder | $1,263 | $11,867-89.4% | $9,502-86.7% | $11,248-88.8% |