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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 | $9,895 | $58,258-83.0% | $81,820-87.9% | $80,925-87.8% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 19.40% | 41.76%-22.4pp | 777.93%-758.5pp | 35.65%-16.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $159 | $3,284-95.1% | $4,323-96.3% | $4,299-96.3% |
| Admin fee / account holder | $3,634 | $4,976-27.0% | $7,391-50.8% | $6,940-47.6% |