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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 | $99,054 | $92,766+6.8% | $82,763+19.7% | $134,545-26.4% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -17.85% | 946.97%-964.8pp | 702.45%-720.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $417 | $3,273-87.3% | $3,008-86.1% | $4,742-91.2% |
| Participant deferral / active EE | $417 | $4,802-91.3% | $4,395-90.5% | $6,401-93.5% |
| Admin fee / account holder | $1,136 | $5,978-81.0% | $5,325-78.7% | $11,431-90.1% |