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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 | $44,173 | $227,291-80.6% | $214,702-79.4% | $155,188-71.5% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 20.53% | 60.08%-39.5pp | 54.55%-34.0pp | 148.84%-128.3pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $13,665 | $9,582+42.6% | $9,147+49.4% | $6,531+109.2% |
| Admin fee / account holder | $2,536 | $20,413-87.6% | $19,830-87.2% | $14,480-82.5% |