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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 | $15,123 | $93,064-83.7% | $74,577-79.7% | $273,972-94.5% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | 4.52% | 26.18%-21.7pp | 20.47%-16.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $265 | $3,160-91.6% | $2,525-89.5% | $4,869-94.5% |
| Participant deferral / active EE | $184 | $4,160-95.6% | $3,458-94.7% | $5,287-96.5% |
| Admin fee / account holder | $10,604 | $5,273+101.1% | $4,138+156.3% | $10,133+4.7% |