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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 | $22,624 | $54,355-58.4% | $82,744-72.7% | $68,486-67.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 72.6%-72.6pp | 67.9%-67.9pp |
| Annual return | -11.77% | -13.67%+1.9pp | 702.22%-714.0pp | -7.85%-3.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $28 | $3,246-99.2% | $4,395-99.4% | $4,028-99.3% |
| Admin fee / account holder | $102,008 | $4,397+2220.1% | $5,325+1815.7% | $5,404+1787.7% |