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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 | $87,625 | $162,136-46.0% | $152,301-42.5% | $154,746-43.4% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 12.52% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $700 | $4,890-85.7% | $4,624-84.9% | $4,379-84.0% |
| Participant deferral / active EE | $4,142 | $8,341-50.3% | $8,004-48.3% | $6,730-38.5% |
| Admin fee / account holder | $112,252 | $15,759+612.3% | $14,398+679.6% | $14,365+681.4% |