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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 | $1,818 | $29,736-93.9% | $56,033-96.8% | $80,935-97.8% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 28.40% | 35.28%-6.9pp | 1711.38%-1683.0pp | 35.66%-7.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $102 | $1,228-91.7% | $1,954-94.8% | $4,299-97.6% |
| Admin fee / account holder | $629 | $2,434-74.2% | $2,827-77.8% | $6,924-90.9% |