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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 | $138,312-39.7% | $122,979-32.2% | $155,188-46.2% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 80.8%-80.8pp |
| Annual return | 15.46% | 22.06%-6.6pp | 20.12%-4.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,126 | $3,530-68.1% | $3,062-63.2% | $4,248-73.5% |
| Participant deferral / active EE | $1,407 | $5,592-74.8% | $5,003-71.9% | $6,531-78.5% |
| Admin fee / account holder | $1,789 | $15,089-88.1% | $12,864-86.1% | $14,480-87.6% |