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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 | $60,433 | $106,008-43.0% | $92,240-34.5% | $147,586-59.1% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 8.79% | 50.05%-41.3pp | 176.29%-167.5pp | 578.59%-569.8pp |
| Employer contribution / active EE | $4,252 | $4,333-1.9% | $3,680+15.6% | $4,876-12.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $68,824 | $6,333+986.8% | $5,194+1225.0% | $10,886+532.2% |