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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 | $229,716 | $97,289+136.1% | $92,805+147.5% | $155,188+48.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 15.84% | 29.03%-13.2pp | 31.59%-15.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,022 | $8,795+13.9% | $8,448+18.6% | $6,531+53.4% |
| Admin fee / account holder | $4,595 | $12,015-61.8% | $10,911-57.9% | $14,480-68.3% |