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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 | $234,917 | $133,981+75.3% | $112,249+109.3% | $134,532+74.6% |
| Participation rate | 0.0% | 78.6%-78.6pp | 75.1%-75.1pp | 81.2%-81.2pp |
| Annual return | 0.07% | 47.16%-47.1pp | 27.48%-27.4pp | 418.27%-418.2pp |
| Employer contribution / active EE | $360 | $4,040-91.1% | $3,636-90.1% | $4,741-92.4% |
| Participant deferral / active EE | $1,800 | $5,292-66.0% | $4,729-61.9% | $6,401-71.9% |
| Admin fee / account holder | $578 | $7,492-92.3% | $6,412-91.0% | $11,429-94.9% |