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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 | $51,344 | $57,352-10.5% | $83,831-38.8% | $64,173-20.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 76.1%-76.1pp | 69.6%-69.6pp |
| Annual return | -3.74% | 11.38%-15.1pp | 850.99%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $627 | $2,993-79.1% | $4,082-84.6% | $3,470-81.9% |
| Admin fee / account holder | $2,351 | $4,046-41.9% | $5,479-57.1% | $4,887-51.9% |