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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 | $78,210 | $73,546+6.3% | $63,018+24.1% | $147,586-47.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 16.92% | 175.56%-158.6pp | 87.62%-70.7pp | 578.59%-561.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,791 | $4,185+134.0% | $3,330+194.1% | $5,439+80.0% |
| Admin fee / account holder | $1,280 | $5,956-78.5% | $3,601-64.4% | $10,886-88.2% |