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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $52,509 | $111,787-53.0% | $93,681-43.9% | $145,978-64.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 7.66% | 203.52%-195.9pp | 133.47%-125.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,584 | $4,918+13.6% | $4,415+26.5% | $6,690-16.5% |
| Admin fee / account holder | $23,084 | $10,256+125.1% | $8,290+178.5% | $13,400+72.3% |