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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 | $50,535 | $45,087+12.1% | $69,483-27.3% | $72,976-30.8% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 8.07% | 22.67%-14.6pp | 28.99%-20.9pp | 81.02%-72.9pp |
| Employer contribution / active EE | $958 | $2,055-53.4% | $2,780-65.6% | $2,440-60.8% |
| Participant deferral / active EE | $662 | $2,603-74.6% | $3,537-81.3% | $3,608-81.7% |
| Admin fee / account holder | $1,078 | $3,057-64.7% | $3,841-71.9% | $5,124-79.0% |