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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 | $71,232 | $198,457-64.1% | $170,435-58.2% | $147,586-51.7% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 12.94% | 257.30%-244.4pp | 205.94%-193.0pp | 578.59%-565.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $107 | $5,629-98.1% | $4,939-97.8% | $5,439-98.0% |
| Admin fee / account holder | $15,755 | $16,852-6.5% | $13,881+13.5% | $10,886+44.7% |