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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 | $21,803 | $180,749-87.9% | $160,784-86.4% | $137,256-84.1% |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.0%-77.0pp | 80.0%-80.0pp |
| Annual return | -1.88% | 2234.46%-2236.3pp | 1803.92%-1805.8pp | 220.34%-222.2pp |
| Employer contribution / active EE | $660 | $4,155-84.1% | $3,733-82.3% | $4,156-84.1% |
| Participant deferral / active EE | $660 | $6,844-90.4% | $6,293-89.5% | $6,407-89.7% |
| Admin fee / account holder | $479,293 | $10,397+4510.0% | $9,717+4832.5% | $12,270+3806.2% |