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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 | $111,559 | $88,778+25.7% | $81,844+36.3% | $145,884-23.5% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 12.84% | 1033.03%-1020.2pp | 778.87%-766.0pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,323 | $3,087-57.1% | $2,916-54.6% | $4,662-71.6% |
| Participant deferral / active EE | $385 | $4,648-91.7% | $4,323-91.1% | $6,690-94.2% |
| Admin fee / account holder | $25,524 | $8,430+202.8% | $7,355+247.0% | $13,392+90.6% |