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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 | $47,205 | $92,798-49.1% | $96,707-51.2% | $137,256-65.6% |
| Participation rate | 0.0% | 81.6%-81.6pp | 80.4%-80.4pp | 80.0%-80.0pp |
| Annual return | 16.91% | 31.24%-14.3pp | 34.78%-17.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $914 | $4,147-78.0% | $4,191-78.2% | $4,156-78.0% |
| Participant deferral / active EE | $3,850 | $5,877-34.5% | $5,997-35.8% | $6,407-39.9% |
| Admin fee / account holder | $3,670 | $7,946-53.8% | $7,503-51.1% | $12,270-70.1% |