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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 | $181,154 | $65,712+175.7% | $57,196+216.7% | $273,972-33.9% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 7.72% | 22.01%-14.3pp | 14.59%-6.9pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,284 | $3,782+277.7% | $3,096+361.3% | $5,287+170.2% |
| Admin fee / account holder | $84,343 | $4,838+1643.5% | $3,141+2585.6% | $10,133+732.4% |