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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 | $80,025 | $180,462-55.7% | $154,111-48.1% | $135,379-40.9% |
| Participation rate | 0.0% | 87.4%-87.4pp | 83.0%-83.0pp | 82.6%-82.6pp |
| Annual return | -3.88% | 888.17%-892.1pp | 735.18%-739.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,802 | $5,806-69.0% | $5,081-64.5% | $5,609-67.9% |
| Admin fee / account holder | $3,322 | $16,145-79.4% | $13,411-75.2% | $10,828-69.3% |