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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 | $42,285 | $154,228-72.6% | $145,433-70.9% | $137,256-69.2% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -10.70% | 74.59%-85.3pp | 66.58%-77.3pp | 220.34%-231.0pp |
| Employer contribution / active EE | $10,348 | $4,804+115.4% | $4,554+127.2% | $4,156+149.0% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,054 | $14,344-43.9% | $13,129-38.7% | $12,270-34.4% |