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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 | $16,649 | $105,160-84.2% | $94,679-82.4% | $139,456-88.1% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 12.27% | 38.04%-25.8pp | 156.75%-144.5pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,059 | $7,599-86.1% | $7,417-85.7% | $6,711-84.2% |
| Admin fee / account holder | $6,767 | $8,988-24.7% | $7,233-6.4% | $11,407-40.7% |