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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 | $31,170 | $112,131-72.2% | $95,964-67.5% | $158,982-80.4% |
| Participation rate | 0.0% | 79.0%-79.0pp | 77.1%-77.1pp | 82.0%-82.0pp |
| Annual return | 48.06% | 171.19%-123.1pp | 91.64%-43.6pp | 302.99%-254.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,233 | $4,784-74.2% | $4,167-70.4% | $5,983-79.4% |
| Admin fee / account holder | $71,298 | $10,136+603.4% | $6,797+948.9% | $11,252+533.7% |