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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 | $118,930 | $86,949+36.8% | $102,460+16.1% | $80,959+46.9% |
| Participation rate | 0.0% | 72.4%-72.4pp | 76.5%-76.5pp | 67.7%-67.7pp |
| Annual return | 19.58% | 18.89%+0.7pp | 29.47%-9.9pp | 35.67%-16.1pp |
| Employer contribution / active EE | $406 | $2,370-82.9% | $3,025-86.6% | $2,757-85.3% |
| Participant deferral / active EE | $1,883 | $4,121-54.3% | $5,056-62.8% | $4,300-56.2% |
| Admin fee / account holder | $2,340 | $8,048-70.9% | $9,460-75.3% | $6,925-66.2% |