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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 | $41,619 | $175,259-76.3% | $149,723-72.2% | $139,487-70.2% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 15.74% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $969 | $5,478-82.3% | $4,821-79.9% | $4,755-79.6% |
| Participant deferral / active EE | $2,630 | $6,522-59.7% | $5,682-53.7% | $6,713-60.8% |
| Admin fee / account holder | $1,305 | $16,158-91.9% | $13,215-90.1% | $11,407-88.6% |