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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 | $27,278 | $99,053-72.5% | $88,179-69.1% | $138,895-80.4% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | -3.64% | 78.17%-81.8pp | 64.97%-68.6pp | 145.39%-149.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $23 | $5,225-99.6% | $4,614-99.5% | $6,396-99.6% |
| Admin fee / account holder | $247,834 | $8,748+2732.9% | $7,673+3130.0% | $12,562+1872.9% |