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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 | $244,832 | $93,346+162.3% | $71,796+241.0% | $273,972-10.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 9.00% | 130.39%-121.4pp | 78.04%-69.0pp | 41.46%-32.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $22,000 | $3,475+533.1% | $2,794+687.3% | $5,287+316.1% |
| Admin fee / account holder | $4,449 | $6,571-32.3% | $4,815-7.6% | $10,133-56.1% |