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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 | $42,427 | $101,618-58.2% | $93,063-54.4% | $137,256-69.1% |
| Participation rate | 0.0% | 74.9%-74.9pp | 72.1%-72.1pp | 80.0%-80.0pp |
| Annual return | 8.90% | 223.95%-215.0pp | 34.15%-25.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $140 | $4,279-96.7% | $3,958-96.5% | $6,407-97.8% |
| Admin fee / account holder | $116,002 | $6,198+1771.5% | $6,033+1822.7% | $12,270+845.4% |