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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 | $65,624 | $211,239-68.9% | $178,528-63.2% | $145,877-55.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.11% | 30.22%-22.1pp | 27.11%-19.0pp | 551.28%-543.2pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,570 | $6,963-63.1% | $6,278-59.1% | $6,691-61.6% |
| Admin fee / account holder | $39,097 | $12,095+223.3% | $10,419+275.2% | $13,402+191.7% |