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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 | $94,932 | $251,004-62.2% | $191,597-50.5% | $138,895-31.7% |
| Participation rate | 0.0% | 82.4%-82.4pp | 76.9%-76.9pp | 79.9%-79.9pp |
| Annual return | 14.77% | 31.05%-16.3pp | 27.07%-12.3pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,087 | $6,226-82.5% | $5,025-78.4% | $4,194-74.1% |
| Participant deferral / active EE | $2,997 | $8,154-63.2% | $6,850-56.2% | $6,396-53.1% |
| Admin fee / account holder | $26,653 | $31,471-15.3% | $22,799+16.9% | $12,562+112.2% |