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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 | $84,216 | $135,956-38.1% | $123,894-32.0% | $273,972-69.3% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $775 | $5,170-85.0% | $4,617-83.2% | $4,869-84.1% |
| Participant deferral / active EE | $3,937 | $6,343-37.9% | $5,984-34.2% | $5,287-25.5% |
| Admin fee / account holder | $4,599 | $9,817-53.2% | $8,357-45.0% | $10,133-54.6% |