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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 | $70,688 | $107,733-34.4% | $92,985-24.0% | $154,746-54.3% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 9.19% | 30.39%-21.2pp | 27.99%-18.8pp | 172.34%-163.1pp |
| Employer contribution / active EE | $494 | $3,126-84.2% | $2,662-81.4% | $4,379-88.7% |
| Participant deferral / active EE | $2,026 | $5,053-59.9% | $4,377-53.7% | $6,730-69.9% |
| Admin fee / account holder | $24,801 | $11,369+118.1% | $9,463+162.1% | $14,365+72.6% |