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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 | $15,823 | $42,383-62.7% | $76,518-79.3% | $64,173-75.3% |
| Participation rate | 0.0% | 58.1%-58.1pp | 68.0%-68.0pp | 69.6%-69.6pp |
| Annual return | 5.06% | -16.54%+21.6pp | -0.27%+5.3pp | 7.63%-2.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $530 | $2,566-79.4% | $3,836-86.2% | $3,470-84.7% |
| Admin fee / account holder | $1,272 | $3,198-60.2% | $4,849-73.8% | $4,887-74.0% |