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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 | $45,721 | $159,978-71.4% | $147,041-68.9% | $145,978-68.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.27% | 98.36%-81.1pp | 419.21%-401.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,155 | $5,288-59.3% | $4,935-56.3% | $4,662-53.8% |
| Participant deferral / active EE | $82 | $8,429-99.0% | $8,071-99.0% | $6,690-98.8% |
| Admin fee / account holder | $757 | $15,053-95.0% | $13,006-94.2% | $13,400-94.4% |