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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 | $162,529-92.0% | $130,788-90.1% | $154,746-91.6% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 88.98% | 510.48%-421.5pp | 386.44%-297.5pp | 172.34%-83.4pp |
| Employer contribution / active EE | $85 | $4,447-98.1% | $3,558-97.6% | $4,379-98.1% |
| Participant deferral / active EE | $85 | $4,808-98.2% | $4,137-97.9% | $6,730-98.7% |
| Admin fee / account holder | $17,659 | $7,669+130.3% | $6,673+164.6% | $14,365+22.9% |