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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 | $85,678 | $138,102-38.0% | $125,381-31.7% | $134,532-36.3% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -10.47% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $3,171 | $5,245-39.6% | $4,815-34.2% | $4,741-33.1% |
| Participant deferral / active EE | $317 | $7,801-95.9% | $7,448-95.7% | $6,401-95.0% |
| Admin fee / account holder | $147,719 | $11,568+1177.0% | $10,007+1376.1% | $11,429+1192.5% |