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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 | $211,288-68.9% | $178,540-63.2% | $145,884-55.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 8.11% | 30.27%-22.2pp | 27.15%-19.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,570 | $6,967-63.1% | $6,281-59.1% | $6,690-61.6% |
| Admin fee / account holder | $39,097 | $12,105+223.0% | $10,424+275.1% | $13,392+191.9% |