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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 | $31,086 | $42,546-26.9% | $71,796-56.7% | $55,167-43.7% |
| Participation rate | 0.0% | 59.1%-59.1pp | 69.1%-69.1pp | 69.0%-69.0pp |
| Annual return | 7.51% | 12.36%-4.9pp | 78.04%-70.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $259 | $803-67.8% | $1,924-86.6% | $1,963-86.8% |
| Participant deferral / active EE | $508 | $2,064-75.4% | $2,794-81.8% | $3,054-83.4% |
| Admin fee / account holder | $3,361 | $650+417.4% | $4,815-30.2% | $504+567.1% |