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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 | $16,731 | $154,228-89.2% | $145,433-88.5% | $137,256-87.8% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 18.34% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,697 | $4,804-64.7% | $4,554-62.7% | $4,156-59.2% |
| Participant deferral / active EE | $1,697 | $8,216-79.3% | $7,897-78.5% | $6,407-73.5% |
| Admin fee / account holder | $28,041 | $14,344+95.5% | $13,129+113.6% | $12,270+128.5% |