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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 | $41,719 | $176,120-76.3% | $159,487-73.8% | $167,553-75.1% |
| Participation rate | 0.0% | 85.0%-85.0pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | 13.31% | 331.95%-318.6pp | 263.71%-250.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,493 | $7,752-3.3% | $7,354+1.9% | $6,343+18.1% |
| Admin fee / account holder | $593 | $12,561-95.3% | $10,804-94.5% | $12,316-95.2% |