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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 | $7,928 | $29,736-73.3% | $56,033-85.9% | $80,935-90.2% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 8.03% | 35.28%-27.2pp | 1711.38%-1703.3pp | 35.66%-27.6pp |
| Employer contribution / active EE | $126 | $671-81.3% | $1,041-87.9% | $2,757-95.4% |
| Participant deferral / active EE | $211 | $1,228-82.8% | $1,954-89.2% | $4,299-95.1% |
| Admin fee / account holder | $1,267 | $2,434-47.9% | $2,827-55.2% | $6,924-81.7% |