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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 | $11,068 | $162,529-93.2% | $130,788-91.5% | $154,746-92.8% |
| Participation rate | 0.0% | 75.9%-75.9pp | 70.1%-70.1pp | 80.7%-80.7pp |
| Annual return | 13.95% | 510.48%-496.5pp | 386.44%-372.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $57 | $4,447-98.7% | $3,558-98.4% | $4,379-98.7% |
| Participant deferral / active EE | $101 | $4,808-97.9% | $4,137-97.6% | $6,730-98.5% |
| Admin fee / account holder | $38,632 | $7,669+403.7% | $6,673+478.9% | $14,365+168.9% |