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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $75,196 | $129,737-42.0% | $119,126-36.9% | $154,746-51.4% |
| Participation rate | 0.0% | 78.9%-78.9pp | 75.8%-75.8pp | 80.7%-80.7pp |
| Annual return | 20.25% | 379.08%-358.8pp | 282.11%-261.9pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,150 | $4,375-73.7% | $4,034-71.5% | $4,379-73.7% |
| Participant deferral / active EE | $1,438 | $5,842-75.4% | $5,318-73.0% | $6,730-78.6% |
| Admin fee / account holder | $3,406 | $11,961-71.5% | $10,693-68.1% | $14,365-76.3% |