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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 | $1,385 | $76,522-98.2% | $56,033-97.5% | $145,884-99.1% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 12.61% | 3014.28%-3001.7pp | 1711.38%-1698.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $34 | $1,382-97.6% | $1,041-96.8% | $4,662-99.3% |
| Participant deferral / active EE | $119 | $2,624-95.5% | $1,954-93.9% | $6,690-98.2% |
| Admin fee / account holder | $2,620 | $3,328-21.3% | $2,827-7.3% | $13,392-80.4% |