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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 | $180,206 | $157,276+14.6% | $141,177+27.6% | $152,885+17.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 21.24% | 64.33%-43.1pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $1,216 | $5,262-76.9% | $4,736-74.3% | $4,763-74.5% |
| Participant deferral / active EE | $1,470 | $7,110-79.3% | $6,710-78.1% | $5,851-74.9% |
| Admin fee / account holder | $71,513 | $12,123+489.9% | $10,263+596.8% | $11,598+516.6% |