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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 | $39,168 | $209,888-81.3% | $189,545-79.3% | $167,553-76.6% |
| Participation rate | 0.0% | 88.7%-88.7pp | 87.8%-87.8pp | 82.1%-82.1pp |
| Annual return | 23.72% | 748.66%-724.9pp | 555.36%-531.6pp | 478.89%-455.2pp |
| Employer contribution / active EE | $1,882 | $6,915-72.8% | $6,162-69.5% | $4,840-61.1% |
| Participant deferral / active EE | $2,797 | $8,934-68.7% | $8,220-66.0% | $6,343-55.9% |
| Admin fee / account holder | $9,548 | $14,300-33.2% | $12,049-20.8% | $12,316-22.5% |