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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 | $28,891 | $172,111-83.2% | $150,298-80.8% | $137,256-79.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 5.42% | 69.37%-64.0pp | 62.79%-57.4pp | 220.34%-214.9pp |
| Employer contribution / active EE | $32,774 | $4,636+606.9% | $4,154+689.0% | $4,156+688.6% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $32,822 | $16,471+99.3% | $14,116+132.5% | $12,270+167.5% |