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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 | $31,326 | $175,259-82.1% | $149,723-79.1% | $139,487-77.5% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | 20.61% | 166.82%-146.2pp | 134.50%-113.9pp | 373.84%-353.2pp |
| Employer contribution / active EE | $1,767 | $5,478-67.8% | $4,821-63.4% | $4,755-62.8% |
| Participant deferral / active EE | $707 | $6,522-89.2% | $5,682-87.6% | $6,713-89.5% |
| Admin fee / account holder | $397 | $16,158-97.5% | $13,215-97.0% | $11,407-96.5% |