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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 | $45,030 | $157,296-71.4% | $141,191-68.1% | $152,897-70.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 19.13% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $686 | $7,111-90.4% | $6,710-89.8% | $5,851-88.3% |
| Admin fee / account holder | $370 | $12,125-97.0% | $10,264-96.4% | $11,599-96.8% |