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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 | $165,354 | $55,472+198.1% | $155,567+6.3% | $74,546+121.8% |
| Participation rate | 0.0% | 61.9%-61.9pp | 78.2%-78.2pp | 67.2%-67.2pp |
| Annual return | 11.77% | 268.72%-256.9pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $6,692 | $1,743+284.0% | $15,916-58.0% | $1,944+244.3% |