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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 | $92,685 | $75,962+22.0% | $154,108-39.9% | $64,173+44.4% |
| Participation rate | 0.0% | 70.4%-70.4pp | 83.0%-83.0pp | 69.6%-69.6pp |
| Annual return | 6.40% | 30.32%-23.9pp | 735.21%-728.8pp | 7.63%-1.2pp |
| Employer contribution / active EE | $7,150 | $3,350+113.4% | $5,298+35.0% | $2,381+200.3% |
| Participant deferral / active EE | $291 | $3,175-90.8% | $5,081-94.3% | $3,470-91.6% |
| Admin fee / account holder | $2,819 | $5,589-49.6% | $13,411-79.0% | $4,887-42.3% |