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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 | $27,444 | $29,716-7.6% | $56,077-51.1% | $80,925-66.1% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 11.64% | 35.30%-23.7pp | 1709.28%-1697.6pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $164 | $1,228-86.6% | $1,954-91.6% | $4,299-96.2% |
| Admin fee / account holder | $553,872 | $2,432+22674.2% | $2,825+19506.8% | $6,940+7880.7% |