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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 | $63,543 | $160,070-60.3% | $147,117-56.8% | $145,897-56.4% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 5.29% | 98.69%-93.4pp | 420.54%-415.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,820 | $8,419-30.9% | $8,065-27.8% | $6,689-13.0% |
| Admin fee / account holder | $31,036 | $15,035+106.4% | $12,993+138.9% | $13,390+131.8% |