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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 | $9,446 | $68,097-86.1% | $62,929-85.0% | $137,256-93.1% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 21.48% | 1859.11%-1837.6pp | 1063.93%-1042.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $450 | $2,811-84.0% | $2,505-82.0% | $4,156-89.2% |
| Participant deferral / active EE | $675 | $4,553-85.2% | $3,888-82.6% | $6,407-89.5% |
| Admin fee / account holder | $1,193 | $6,521-81.7% | $5,065-76.4% | $12,270-90.3% |