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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 | $16,984 | $102,595-83.4% | $94,057-81.9% | $154,746-89.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 12.22% | 583.42%-571.2pp | 480.62%-468.4pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,275 | $3,147-59.5% | $2,933-56.5% | $4,379-70.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,568 | $7,736-79.7% | $7,244-78.4% | $14,365-89.1% |