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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 | $10,541 | $27,243-61.3% | $52,425-79.9% | $79,634-86.8% |
| Participation rate | 0.0% | 22.4%-22.4pp | 55.6%-55.6pp | 62.5%-62.5pp |
| Annual return | 13.76% | 63.36%-49.6pp | 302.12%-288.4pp | 36.46%-22.7pp |
| Employer contribution / active EE | $48 | $319-85.1% | $914-94.8% | $2,529-98.1% |
| Participant deferral / active EE | $152 | $636-76.1% | $1,790-91.5% | $3,835-96.0% |
| Admin fee / account holder | $555 | $2,105-73.7% | $2,495-77.8% | $1,002-44.7% |