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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 | $51,469 | $158,393-67.5% | $143,412-64.1% | $155,188-66.8% |
| Participation rate | 0.0% | 79.7%-79.7pp | 78.5%-78.5pp | 80.8%-80.8pp |
| Annual return | 2.16% | 324.22%-322.1pp | 256.99%-254.8pp | 148.84%-146.7pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $3,748-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,712 | $7,193-62.3% | $6,816-60.2% | $6,531-58.5% |
| Admin fee / account holder | $135,837 | $12,964+947.8% | $11,396+1091.9% | $14,480+838.1% |