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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 | $12,928 | $149,040-91.3% | $120,225-89.2% | $137,256-90.6% |
| Participation rate | 0.0% | 75.4%-75.4pp | 69.6%-69.6pp | 80.0%-80.0pp |
| Annual return | 88.98% | 605.68%-516.7pp | 439.23%-350.2pp | 220.34%-131.4pp |
| Employer contribution / active EE | $85 | $4,350-98.0% | $3,475-97.6% | $4,156-98.0% |
| Participant deferral / active EE | $85 | $4,655-98.2% | $3,999-97.9% | $6,407-98.7% |
| Admin fee / account holder | $17,659 | $6,348+178.2% | $5,696+210.0% | $12,270+43.9% |