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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 | $22,103 | $157,304-85.9% | $141,197-84.3% | $152,909-85.5% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 5.39% | 64.34%-58.9pp | 71.41%-66.0pp | 345.46%-340.1pp |
| Employer contribution / active EE | $10,834 | $5,263+105.9% | $4,736+128.7% | $4,764+127.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $712 | $12,126-94.1% | $10,265-93.1% | $11,601-93.9% |