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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 | $172,155 | $112,729+52.7% | $98,716+74.4% | $137,256+25.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 14.95% | 38.48%-23.5pp | 31.81%-16.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $593 | $2,725-78.3% | $2,279-74.0% | $4,156-85.7% |
| Participant deferral / active EE | $729 | $4,640-84.3% | $4,048-82.0% | $6,407-88.6% |
| Admin fee / account holder | $1,550 | $10,129-84.7% | $8,703-82.2% | $12,270-87.4% |