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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 | $50,177 | $160,070-68.7% | $147,117-65.9% | $145,897-65.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 10.93% | 98.69%-87.8pp | 420.54%-409.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,015 | $8,419-76.1% | $8,065-75.0% | $6,689-69.9% |
| Admin fee / account holder | $57,785 | $15,035+284.3% | $12,993+344.8% | $13,390+331.5% |