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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 | $41,935 | $201,344-79.2% | $184,243-77.2% | $145,877-71.3% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 12.61% | 29.01%-16.4pp | 28.82%-16.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,883 | $9,807-70.6% | $9,132-68.4% | $6,691-56.9% |
| Admin fee / account holder | $1,412 | $16,382-91.4% | $13,914-89.9% | $13,402-89.5% |