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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 | $8,349 | $36,948-77.4% | $73,658-88.7% | $87,485-90.5% |
| Participation rate | 0.0% | 46.8%-46.8pp | 57.0%-57.0pp | 68.9%-68.9pp |
| Annual return | 19.05% | 28.64%-9.6pp | 29.72%-10.7pp | 26.06%-7.0pp |
| Employer contribution / active EE | $89 | $670-86.6% | $1,032-91.3% | $2,596-96.6% |
| Participant deferral / active EE | $189 | $1,379-86.3% | $2,062-90.8% | $4,274-95.6% |
| Admin fee / account holder | $328 | $2,531-87.0% | $3,357-90.2% | $7,775-95.8% |