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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,544 | $72,177-64.6% | $115,037-77.8% | $59,633-57.2% |
| Participation rate | 0.0% | 72.6%-72.6pp | 81.4%-81.4pp | 68.7%-68.7pp |
| Annual return | -3.55% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $492 | $4,783-89.7% | $6,026-91.8% | $3,192-84.6% |
| Admin fee / account holder | $20,925 | $4,927+324.7% | $8,175+156.0% | $4,297+387.0% |