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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 | $89,940 | $114,013-21.1% | $103,693-13.3% | $155,188-42.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 13.83% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $365 | $4,970-92.6% | $4,579-92.0% | $6,531-94.4% |
| Admin fee / account holder | $1,578 | $8,407-81.2% | $7,858-79.9% | $14,480-89.1% |