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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 | $92,208 | $155,833-40.8% | $124,693-26.1% | $167,536-45.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 74.6%-74.6pp | 82.1%-82.1pp |
| Annual return | 11.61% | 17.98%-6.4pp | 5144.19%-5132.6pp | 478.82%-467.2pp |
| Employer contribution / active EE | $14,474 | $4,164+247.6% | $3,324+335.4% | $4,839+199.1% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $482 | $9,534-94.9% | $7,494-93.6% | $12,315-96.1% |