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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 | $22,891 | $154,228-85.2% | $145,433-84.3% | $137,256-83.3% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 53.13% | 74.59%-21.5pp | 66.58%-13.4pp | 220.34%-167.2pp |
| Employer contribution / active EE | $2,046 | $4,804-57.4% | $4,554-55.1% | $4,156-50.8% |
| Participant deferral / active EE | $1,739 | $8,216-78.8% | $7,897-78.0% | $6,407-72.9% |
| Admin fee / account holder | $141,408 | $14,344+885.9% | $13,129+977.1% | $12,270+1052.5% |