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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 | $55,470+198.1% | $155,556+6.3% | $74,478+122.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 78.2%-78.2pp | 67.2%-67.2pp |
| Annual return | 11.77% | 269.80%-258.0pp | 64.84%-53.1pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6,692 | $1,744+283.7% | $15,885-57.9% | $1,946+243.9% |