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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 | $55,391 | $47,479+16.7% | $62,929-12.0% | $82,448-32.8% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.1%-73.1pp | 68.1%-68.1pp |
| Annual return | 16.83% | 20.34%-3.5pp | 1063.93%-1047.1pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $485 | $2,870-83.1% | $3,888-87.5% | $4,139-88.3% |
| Admin fee / account holder | $614 | $3,804-83.8% | $5,065-87.9% | $7,234-91.5% |