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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 | $27,501 | $70,666-61.1% | $169,385-83.8% | $75,181-63.4% |
| Participation rate | 0.0% | 64.8%-64.8pp | 77.2%-77.2pp | 67.2%-67.2pp |
| Annual return | 13.83% | 36.37%-22.5pp | 405.82%-392.0pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $699 | $4,308-83.8% | $6,221-88.8% | $4,126-83.1% |
| Admin fee / account holder | $11,721 | $5,402+117.0% | $9,011+30.1% | $5,650+107.5% |