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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 | $79,885 | $198,457-59.7% | $170,435-53.1% | $147,586-45.9% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 12.48% | 257.30%-244.8pp | 205.94%-193.5pp | 578.59%-566.1pp |
| Employer contribution / active EE | $2,054 | $6,183-66.8% | $5,432-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $500 | $5,629-91.1% | $4,939-89.9% | $5,439-90.8% |
| Admin fee / account holder | $2,778 | $16,852-83.5% | $13,881-80.0% | $10,886-74.5% |