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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 | $10,789 | $100,073-89.2% | $85,126-87.3% | $145,877-92.6% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | -3.62% | 84.11%-87.7pp | 66.63%-70.3pp | 551.28%-554.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $473 | $5,294-91.1% | $4,523-89.5% | $6,691-92.9% |
| Admin fee / account holder | $9,359 | $7,261+28.9% | $6,160+51.9% | $13,402-30.2% |