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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 | $186,115 | $102,595+81.4% | $94,057+97.9% | $154,746+20.3% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 15.16% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $652 | $3,147-79.3% | $2,933-77.8% | $4,379-85.1% |
| Participant deferral / active EE | $652 | $5,118-87.3% | $4,709-86.1% | $6,730-90.3% |
| Admin fee / account holder | $305 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |