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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 | $41,821 | $118,488-64.7% | $98,462-57.5% | $139,487-70.0% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 16.62% | 18.96%-2.3pp | 21.17%-4.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $8,573 | $3,611+137.4% | $3,049+181.2% | $4,755+80.3% |
| Participant deferral / active EE | $433 | $5,393-92.0% | $4,738-90.9% | $6,713-93.6% |
| Admin fee / account holder | $7,917 | $13,868-42.9% | $8,875-10.8% | $11,407-30.6% |