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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 | $18,513 | $78,027-76.3% | $178,528-89.6% | $80,925-77.1% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.7%-67.7pp |
| Annual return | 6.90% | 18.09%-11.2pp | 27.11%-20.2pp | 35.65%-28.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $150 | $4,408-96.6% | $6,278-97.6% | $4,299-96.5% |
| Admin fee / account holder | $37,246 | $7,168+419.6% | $10,419+257.5% | $6,940+436.7% |