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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 | $35,015 | $209,422-83.3% | $178,503-80.4% | $158,982-78.0% |
| Participation rate | 0.0% | 86.4%-86.4pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | 5.89% | 188.81%-182.9pp | 151.12%-145.2pp | 302.99%-297.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $983 | $5,955-83.5% | $5,202-81.1% | $5,983-83.6% |
| Admin fee / account holder | $3,965 | $17,079-76.8% | $13,987-71.7% | $11,252-64.8% |