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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 | $24,776 | $99,009-75.0% | $86,581-71.4% | $147,585-83.2% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 13.25% | 1312.70%-1299.4pp | 965.06%-951.8pp | 578.58%-565.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $31 | $3,972-99.2% | $3,609-99.1% | $5,439-99.4% |
| Admin fee / account holder | $4,964 | $5,709-13.0% | $4,904+1.2% | $10,886-54.4% |