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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 | $33,686 | $112,729-70.1% | $98,716-65.9% | $137,256-75.5% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 19.24% | 38.48%-19.2pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $720 | $2,725-73.6% | $2,279-68.4% | $4,156-82.7% |
| Participant deferral / active EE | $720 | $4,640-84.5% | $4,048-82.2% | $6,407-88.8% |
| Admin fee / account holder | $439 | $10,129-95.7% | $8,703-95.0% | $12,270-96.4% |