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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 | $124,980+37.7% | $108,359+58.9% | $154,746+11.3% |
| Participation rate | 0.0% | 75.2%-75.2pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 14.95% | 45.00%-30.0pp | 36.89%-21.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $593 | $2,851-79.2% | $2,399-75.3% | $4,379-86.5% |
| Participant deferral / active EE | $729 | $4,743-84.6% | $4,137-82.4% | $6,730-89.2% |
| Admin fee / account holder | $1,550 | $11,502-86.5% | $9,741-84.1% | $14,365-89.2% |