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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 | $81,593 | $48,053+69.8% | $84,628-3.6% | $72,975+11.8% |
| Participation rate | 0.0% | 57.6%-57.6pp | 68.2%-68.2pp | 69.5%-69.5pp |
| Annual return | 29.47% | 37.39%-7.9pp | 258.80%-229.3pp | 81.01%-51.5pp |
| Employer contribution / active EE | $345 | $1,602-78.4% | $2,653-87.0% | $2,440-85.8% |
| Participant deferral / active EE | $691 | $2,681-74.2% | $3,900-82.3% | $3,608-80.8% |
| Admin fee / account holder | $333 | $3,395-90.2% | $4,914-93.2% | $5,124-93.5% |