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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 | $13,754 | $72,446-81.0% | $67,561-79.6% | $145,877-90.6% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 21.81% | 7211.98%-7190.2pp | 3525.44%-3503.6pp | 551.28%-529.5pp |
| Employer contribution / active EE | $487 | $3,072-84.1% | $2,735-82.2% | $4,663-89.5% |
| Participant deferral / active EE | $551 | $4,785-88.5% | $4,003-86.2% | $6,691-91.8% |
| Admin fee / account holder | $9,083 | $5,541+63.9% | $4,006+126.8% | $13,402-32.2% |