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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 | $39,973 | $114,013-64.9% | $103,693-61.5% | $155,188-74.2% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 13.90% | 49.31%-35.4pp | 47.61%-33.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $201 | $3,131-93.6% | $2,920-93.1% | $4,248-95.3% |
| Participant deferral / active EE | $288 | $4,970-94.2% | $4,579-93.7% | $6,531-95.6% |
| Admin fee / account holder | $4,066 | $8,407-51.6% | $7,858-48.3% | $14,480-71.9% |