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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 | $14,804 | $103,008-85.6% | $90,304-83.6% | $152,897-90.3% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.5%-82.5pp |
| Annual return | 7.86% | 95.22%-87.4pp | 78.13%-70.3pp | 345.43%-337.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $361 | $4,281-91.6% | $3,885-90.7% | $5,851-93.8% |
| Admin fee / account holder | $53,217 | $6,175+761.9% | $5,354+894.0% | $11,599+358.8% |