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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 | $28,165 | $81,696-65.5% | $70,494-60.0% | $158,982-82.3% |
| Participation rate | 0.0% | 77.7%-77.7pp | 75.1%-75.1pp | 82.0%-82.0pp |
| Annual return | 14.37% | 208.70%-194.3pp | 109.16%-94.8pp | 302.99%-288.6pp |
| Employer contribution / active EE | $185 | $3,220-94.3% | $2,738-93.3% | $4,763-96.1% |
| Participant deferral / active EE | $5,122 | $4,558+12.4% | $3,711+38.0% | $5,983-14.4% |
| Admin fee / account holder | $7,917 | $6,200+27.7% | $3,848+105.7% | $11,252-29.6% |