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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 | $44,449 | $196,972-77.4% | $182,262-75.6% | $198,609-77.6% |
| Participation rate | 0.0% | 85.7%-85.7pp | 84.2%-84.2pp | 82.4%-82.4pp |
| Annual return | 11.45% | 158.27%-146.8pp | 140.60%-129.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $450 | $5,364-91.6% | $5,046-91.1% | $5,055-91.1% |
| Participant deferral / active EE | $6,643 | $8,643-23.1% | $8,276-19.7% | $6,977-4.8% |
| Admin fee / account holder | $73,368 | $18,429+298.1% | $16,712+339.0% | $19,030+285.5% |