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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 | $85,920 | $157,276-45.4% | $141,177-39.1% | $152,885-43.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | -2.06% | 64.33%-66.4pp | 71.40%-73.5pp | 345.39%-347.4pp |
| Employer contribution / active EE | $2,419 | $5,262-54.0% | $4,736-48.9% | $4,763-49.2% |
| Participant deferral / active EE | $2,250 | $7,110-68.4% | $6,710-66.5% | $5,851-61.5% |
| Admin fee / account holder | $198,789 | $12,123+1539.8% | $10,263+1836.9% | $11,598+1614.0% |