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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 | $54,433 | $138,114-60.6% | $125,391-56.6% | $134,545-59.5% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -17.42% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,070 | $5,246-60.6% | $4,816-57.0% | $4,742-56.4% |
| Participant deferral / active EE | $1,577 | $7,801-79.8% | $7,448-78.8% | $6,401-75.4% |
| Admin fee / account holder | $530 | $11,570-95.4% | $10,009-94.7% | $11,431-95.4% |