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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 | $85,907 | $111,878-23.2% | $93,727-8.3% | $145,897-41.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | -21.40% | 204.28%-225.7pp | 133.83%-155.2pp | 552.29%-573.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $320 | $4,920-93.5% | $4,417-92.8% | $6,689-95.2% |
| Admin fee / account holder | $45,560 | $10,256+344.2% | $8,292+449.5% | $13,390+240.2% |