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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 | $211,224-68.9% | $178,505-63.2% | $145,897-55.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.11% | 30.28%-22.2pp | 27.16%-19.0pp | 552.29%-544.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,570 | $6,966-63.1% | $6,280-59.1% | $6,689-61.6% |
| Admin fee / account holder | $39,097 | $12,109+222.9% | $10,428+274.9% | $13,390+192.0% |