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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 | $10,083 | $57,305-82.4% | $86,640-88.4% | $75,173-86.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 7.06% | 2674.24%-2667.2pp | 592.52%-585.5pp | 160.72%-153.7pp |
| Employer contribution / active EE | $423 | $2,316-81.7% | $3,024-86.0% | $2,671-84.2% |
| Participant deferral / active EE | $616 | $3,320-81.4% | $4,438-86.1% | $4,126-85.1% |
| Admin fee / account holder | $2,054 | $4,116-50.1% | $5,616-63.4% | $5,651-63.6% |