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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 | $63,825 | $53,546+19.2% | $69,890-8.7% | $68,490-6.8% |
| Participation rate | 0.0% | 64.5%-64.5pp | 70.5%-70.5pp | 67.9%-67.9pp |
| Annual return | -14.71% | -13.87%-0.8pp | 190.84%-205.6pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $664 | $2,957-77.5% | $3,848-82.7% | $4,028-83.5% |
| Admin fee / account holder | $7,329 | $4,693+56.2% | $6,267+16.9% | $5,403+35.6% |