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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 | $42,241 | $104,098-59.4% | $140,514-69.9% | $94,015-55.1% |
| Participation rate | 0.0% | 73.7%-73.7pp | 77.8%-77.8pp | 70.8%-70.8pp |
| Annual return | 11.55% | 15.14%-3.6pp | 14.36%-2.8pp | 17.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $443 | $4,033-89.0% | $4,919-91.0% | $4,249-89.6% |
| Admin fee / account holder | $362 | $10,439-96.5% | $13,697-97.4% | $8,951-96.0% |