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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 | $48,011+15.4% | $63,803-13.2% | $82,637-33.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 72.7%-72.7pp | 68.1%-68.1pp |
| Annual return | 16.83% | 19.84%-3.0pp | 543.72%-526.9pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $485 | $2,846-83.0% | $3,843-87.4% | $4,126-88.2% |
| Admin fee / account holder | $614 | $3,873-84.1% | $5,196-88.2% | $7,339-91.6% |