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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 | $18,637 | $49,791-62.6% | $78,210-76.2% | $70,126-73.4% |
| Participation rate | 0.0% | 62.3%-62.3pp | 68.7%-68.7pp | 69.5%-69.5pp |
| Annual return | 7.60% | 20.75%-13.1pp | 40.90%-33.3pp | 73.15%-65.5pp |
| Employer contribution / active EE | $4,757 | $1,430+232.7% | $2,034+133.9% | $2,343+103.1% |
| Participant deferral / active EE | $0 | $2,150-100.0% | $2,823-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,384 | $3,181+69.3% | $3,758+43.2% | $4,645+15.9% |