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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 | $60,181 | $159,934-62.4% | $147,005-59.1% | $145,959-58.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.47% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $5,684 | $5,287+7.5% | $4,934+15.2% | $4,661+21.9% |
| Participant deferral / active EE | $897 | $8,427-89.4% | $8,070-88.9% | $6,689-86.6% |
| Admin fee / account holder | $489,704 | $15,053+3153.1% | $13,006+3665.2% | $13,398+3555.1% |