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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 | $62,619 | $184,014-66.0% | $161,149-61.1% | $138,895-54.9% |
| Participation rate | 0.0% | 82.1%-82.1pp | 78.8%-78.8pp | 79.9%-79.9pp |
| Annual return | 9.31% | 21.52%-12.2pp | 21.16%-11.8pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,537 | $5,055-69.6% | $4,360-64.7% | $4,194-63.4% |
| Participant deferral / active EE | $2,039 | $6,909-70.5% | $6,153-66.9% | $6,396-68.1% |
| Admin fee / account holder | $20,223 | $18,027+12.2% | $15,194+33.1% | $12,562+61.0% |