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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 | $210,624 | $142,430+47.9% | $115,170+82.9% | $152,897+37.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 18.47% | 41.48%-23.0pp | 35.60%-17.1pp | 345.43%-327.0pp |
| Employer contribution / active EE | $1,207 | $4,011-69.9% | $3,179-62.0% | $4,764-74.7% |
| Participant deferral / active EE | $644 | $5,165-87.5% | $4,169-84.6% | $5,851-89.0% |
| Admin fee / account holder | $2,140 | $8,464-74.7% | $7,089-69.8% | $11,599-81.6% |