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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $5,829 | $30,437-80.8% | $56,033-89.6% | $74,459-92.2% |
| Participation rate | 0.0% | 32.9%-32.9pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 9.43% | 24.96%-15.5pp | 1711.38%-1701.9pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $412 | $1,176-65.0% | $1,954-78.9% | $4,350-90.5% |
| Admin fee / account holder | $1,054 | $2,363-55.4% | $2,827-62.7% | $1,945-45.8% |