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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 | $105,876 | $75,962+39.4% | $154,108-31.3% | $64,173+65.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | 7.84% | 30.32%-22.5pp | 735.21%-727.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $189 | $3,350-94.4% | $5,298-96.4% | $2,381-92.1% |
| Participant deferral / active EE | $983 | $3,175-69.0% | $5,081-80.7% | $3,470-71.7% |
| Admin fee / account holder | $6,279 | $5,589+12.3% | $13,411-53.2% | $4,887+28.5% |