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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 | $59,725 | $100,895-40.8% | $90,430-34.0% | $158,950-62.4% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 2.50% | 1725.54%-1723.0pp | 1293.73%-1291.2pp | 302.91%-300.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,975 | $4,347+221.5% | $3,963+252.7% | $5,983+133.6% |
| Admin fee / account holder | $5,446 | $6,505-16.3% | $5,613-3.0% | $11,248-51.6% |