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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 | $168,207 | $88,754+89.5% | $81,820+105.6% | $145,877+15.3% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 7.88% | 1031.77%-1023.9pp | 777.93%-770.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,222 | $4,648+335.1% | $4,323+367.8% | $6,691+202.2% |
| Admin fee / account holder | $62,907 | $8,424+646.8% | $7,391+751.2% | $13,402+369.4% |