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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 | $118,232 | $153,769-23.1% | $133,975-11.8% | $273,972-56.8% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 3.96% | 36.51%-32.5pp | 29.29%-25.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,717 | $6,029-71.5% | $5,211-67.1% | $4,869-64.7% |
| Participant deferral / active EE | $1,717 | $6,958-75.3% | $6,282-72.7% | $5,287-67.5% |
| Admin fee / account holder | $5,562 | $11,765-52.7% | $9,324-40.4% | $10,133-45.1% |