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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 | $97,125-71.9% | $86,233-68.4% | $137,256-80.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.0%-69.0pp | 80.0%-80.0pp |
| Annual return | -3.64% | 74.19%-77.8pp | 61.39%-65.0pp | 220.34%-224.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23 | $5,180-99.6% | $4,559-99.5% | $6,407-99.6% |
| Admin fee / account holder | $247,834 | $9,725+2448.5% | $8,342+2870.9% | $12,270+1919.8% |