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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 | $59,633 | $111,814-46.7% | $103,378-42.3% | $145,978-59.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 14.94% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,268 | $4,215-69.9% | $3,870-67.2% | $4,662-72.8% |
| Participant deferral / active EE | $1,268 | $5,618-77.4% | $5,058-74.9% | $6,690-81.0% |
| Admin fee / account holder | $53,185 | $9,764+444.7% | $8,401+533.1% | $13,400+296.9% |