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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 | $35,118 | $148,623-76.4% | $135,974-74.2% | $139,466-74.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 23.07% | 79.30%-56.2pp | 68.30%-45.2pp | 373.66%-350.6pp |
| Employer contribution / active EE | $1,265 | $5,246-75.9% | $4,859-74.0% | $4,754-73.4% |
| Participant deferral / active EE | $1,845 | $8,103-77.2% | $7,760-76.2% | $6,712-72.5% |
| Admin fee / account holder | $1,232 | $12,406-90.1% | $10,767-88.6% | $11,409-89.2% |