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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 | $13,757 | $100,938-86.4% | $90,461-84.8% | $158,982-91.3% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 12.51% | 1727.20%-1714.7pp | 1294.76%-1282.3pp | 302.99%-290.5pp |
| Employer contribution / active EE | $392 | $3,691-89.4% | $3,264-88.0% | $4,763-91.8% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,821 | $6,510-72.0% | $5,617-67.6% | $11,252-83.8% |