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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 | $106,838 | $98,776+8.2% | $149,745-28.7% | $79,856+33.8% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.5%-82.5pp | 69.6%-69.6pp |
| Annual return | 15.06% | 27.38%-12.3pp | 276.72%-261.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $991 | $3,217-69.2% | $4,646-78.7% | $2,471-59.9% |
| Participant deferral / active EE | $2,309 | $5,681-59.4% | $6,843-66.3% | $3,741-38.3% |
| Admin fee / account holder | $15,761 | $6,053+160.4% | $9,312+69.3% | $5,306+197.0% |