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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 | $90,833 | $118,496-23.3% | $98,461-7.7% | $139,466-34.9% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 13.95% | 18.96%-5.0pp | 21.17%-7.2pp | 373.66%-359.7pp |
| Employer contribution / active EE | $756 | $3,611-79.1% | $3,049-75.2% | $4,754-84.1% |
| Participant deferral / active EE | $1,135 | $5,393-79.0% | $4,738-76.1% | $6,712-83.1% |
| Admin fee / account holder | $11,066 | $14,056-21.3% | $8,961+23.5% | $11,409-3.0% |