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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 | $124,980-73.0% | $108,359-68.9% | $154,746-78.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 19.24% | 45.00%-25.8pp | 36.89%-17.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $720 | $2,851-74.7% | $2,399-70.0% | $4,379-83.6% |
| Participant deferral / active EE | $720 | $4,743-84.8% | $4,137-82.6% | $6,730-89.3% |
| Admin fee / account holder | $439 | $11,502-96.2% | $9,741-95.5% | $14,365-96.9% |