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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 | $78,013-76.3% | $178,449-89.6% | $80,911-77.1% |
| Participation rate | 0.0% | 65.7%-65.7pp | 77.1%-77.1pp | 67.6%-67.6pp |
| Annual return | 6.90% | 18.07%-11.2pp | 27.09%-20.2pp | 35.63%-28.7pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $150 | $4,408-96.6% | $6,277-97.6% | $4,297-96.5% |
| Admin fee / account holder | $37,246 | $7,166+419.8% | $10,362+259.5% | $6,935+437.1% |