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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 | $36,153 | $157,304-77.0% | $141,197-74.4% | $152,909-76.4% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 22.91% | 64.34%-41.4pp | 71.41%-48.5pp | 345.46%-322.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,322 | $7,111+17.0% | $6,710+24.0% | $5,851+42.2% |
| Admin fee / account holder | $1,297 | $12,126-89.3% | $10,265-87.4% | $11,601-88.8% |