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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 | $22,304 | $75,832-70.6% | $147,618-84.9% | $59,633-62.6% |
| Participation rate | 0.0% | 71.6%-71.6pp | 84.6%-84.6pp | 68.7%-68.7pp |
| Annual return | 19.65% | 0.37%+19.3pp | 61.98%-42.3pp | 2041.40%-2021.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $806 | $3,131-74.3% | $4,895-83.5% | $3,192-74.7% |
| Admin fee / account holder | $6,056 | $5,986+1.2% | $11,612-47.8% | $4,297+40.9% |