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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 | $46,337 | $97,648-52.5% | $121,663-61.9% | $87,485-47.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 74.5%-74.5pp | 68.9%-68.9pp |
| Annual return | 10.86% | 18.03%-7.2pp | 147.54%-136.7pp | 26.06%-15.2pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $512 | $3,923-87.0% | $4,887-89.5% | $4,274-88.0% |
| Admin fee / account holder | $37,436 | $11,100+237.3% | $14,289+162.0% | $7,775+381.5% |