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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 | $140,117 | $124,425+12.6% | $112,040+25.1% | $137,256+2.1% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 12.60% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $755 | $5,718-86.8% | $5,098-85.2% | $6,407-88.2% |
| Admin fee / account holder | $40,939 | $15,207+169.2% | $12,098+238.4% | $12,270+233.6% |