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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 | $63,601 | $59,834+6.3% | $79,576-20.1% | $68,495-7.1% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -9.11% | -12.30%+3.2pp | 0.15%-9.3pp | -7.84%-1.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $183 | $3,024-94.0% | $3,985-95.4% | $4,028-95.5% |
| Admin fee / account holder | $2,036 | $4,835-57.9% | $6,834-70.2% | $5,403-62.3% |