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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 | $107,141 | $89,553+19.6% | $81,367+31.7% | $52,331+104.7% |
| Participation rate | 0.0% | 82.2%-82.2pp | 82.3%-82.3pp | 68.1%-68.1pp |
| Annual return | 4.98% | 4.41%+0.6pp | -0.92%+5.9pp | 4.54%+0.4pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,930-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,257 | $5,359-76.5% | $5,383-76.7% | $3,022-58.4% |
| Admin fee / account holder | $179,472 | $1,914+9277.2% | $8,926+1910.8% | $592+30237.2% |