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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 | $120,416 | $63,342+90.1% | $92,236+30.6% | $70,131+71.7% |
| Participation rate | 0.0% | 68.7%-68.7pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 13.16% | 530.15%-517.0pp | 176.29%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $5,556 | $2,471+124.8% | $3,679+51.0% | $2,342+137.2% |
| Participant deferral / active EE | $419 | $2,854-85.3% | $3,897-89.2% | $3,332-87.4% |
| Admin fee / account holder | $7,477 | $3,840+94.7% | $5,194+44.0% | $4,645+60.9% |