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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 | $197,876 | $102,595+92.9% | $94,057+110.4% | $154,746+27.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 3.57% | 583.42%-579.8pp | 480.62%-477.0pp | 172.34%-168.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,567 | $5,118+28.3% | $4,709+39.4% | $6,730-2.4% |
| Admin fee / account holder | $23,178 | $7,736+199.6% | $7,244+219.9% | $14,365+61.3% |