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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 | $172,758-70.2% | $149,600-65.6% | $138,895-62.9% |
| Participation rate | 0.0% | 80.2%-80.2pp | 77.2%-77.2pp | 79.9%-79.9pp |
| Annual return | 2.16% | 181.17%-179.0pp | 129.59%-127.4pp | 145.39%-143.2pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,712 | $8,180-66.9% | $7,203-62.4% | $6,396-57.6% |
| Admin fee / account holder | $135,837 | $17,615+671.2% | $13,963+872.8% | $12,562+981.3% |