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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 | $83,428 | $136,860-39.0% | $120,344-30.7% | $154,746-46.1% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 15.46% | 21.38%-5.9pp | 20.30%-4.8pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,126 | $3,533-68.1% | $3,020-62.7% | $4,379-74.3% |
| Participant deferral / active EE | $1,407 | $5,793-75.7% | $5,135-72.6% | $6,730-79.1% |
| Admin fee / account holder | $1,789 | $15,393-88.4% | $12,742-86.0% | $14,365-87.5% |