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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 | $74,052 | $166,089-55.4% | $164,928-55.1% | $145,978-49.3% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 1.12% | 100.26%-99.1pp | 70.08%-69.0pp | 550.52%-549.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $124 | $6,961-98.2% | $6,034-97.9% | $6,690-98.1% |
| Admin fee / account holder | $242,301 | $16,641+1356.1% | $12,684+1810.2% | $13,400+1708.2% |