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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 | $73,406 | $160,070-54.1% | $147,117-50.1% | $145,897-49.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 7.72% | 98.69%-91.0pp | 420.54%-412.8pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,583 | $5,285-70.1% | $4,932-67.9% | $4,663-66.1% |
| Participant deferral / active EE | $2,103 | $8,419-75.0% | $8,065-73.9% | $6,689-68.6% |
| Admin fee / account holder | $675 | $15,035-95.5% | $12,993-94.8% | $13,390-95.0% |