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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 | $62,122 | $65,712-5.5% | $57,196+8.6% | $273,972-77.3% |
| Participation rate | 0.0% | 78.3%-78.3pp | 75.3%-75.3pp | 83.0%-83.0pp |
| Annual return | 10.05% | 22.01%-12.0pp | 14.59%-4.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $9,778 | $3,782+158.6% | $3,096+215.8% | $5,287+84.9% |
| Admin fee / account holder | $1,851 | $4,838-61.7% | $3,141-41.0% | $10,133-81.7% |