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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 | $53,232 | $110,379-51.8% | $102,412-48.0% | $145,884-63.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 15.69% | 24.84%-9.2pp | 24.94%-9.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,400 | $5,622-75.1% | $5,060-72.3% | $6,690-79.1% |
| Admin fee / account holder | $24,132 | $9,745+147.6% | $8,388+187.7% | $13,392+80.2% |