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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 | $38,805 | $26,906+44.2% | $61,452-36.9% | $77,906-50.2% |
| Participation rate | 0.0% | 33.4%-33.4pp | 52.6%-52.6pp | 73.7%-73.7pp |
| Annual return | 73.16% | -14.46%+87.6pp | 338.96%-265.8pp | 12.16%+61.0pp |
| Employer contribution / active EE | $140 | $521-73.2% | $1,160-88.0% | $2,846-95.1% |
| Participant deferral / active EE | $154 | $1,180-86.9% | $2,125-92.7% | $4,805-96.8% |
| Admin fee / account holder | $2,025 | $117+1630.8% | $2,131-5.0% | $133+1427.0% |