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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 | $5,055 | $76,634-93.4% | $56,054-91.0% | $145,978-96.5% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 0.70% | 3004.33%-3003.6pp | 1705.95%-1705.2pp | 550.52%-549.8pp |
| Employer contribution / active EE | $30 | $1,380-97.8% | $1,039-97.1% | $4,662-99.3% |
| Participant deferral / active EE | $37 | $2,622-98.6% | $1,952-98.1% | $6,690-99.5% |
| Admin fee / account holder | $16,346 | $3,321+392.2% | $2,822+479.1% | $13,400+22.0% |