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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 | $37,008 | $99,644-62.9% | $86,438-57.2% | $134,532-72.5% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -4.14% | 6787.26%-6791.4pp | 4397.19%-4401.3pp | 418.27%-422.4pp |
| Employer contribution / active EE | $911 | $4,402-79.3% | $3,769-75.8% | $4,741-80.8% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,337 | $8,375-72.1% | $6,733-65.3% | $11,429-79.6% |