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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 | $20,755 | $162,136-87.2% | $152,301-86.4% | $154,746-86.6% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 9.30% | 91.02%-81.7pp | 80.50%-71.2pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,829 | $8,341-78.1% | $8,004-77.1% | $6,730-72.8% |
| Admin fee / account holder | $273,679 | $15,759+1636.6% | $14,398+1800.8% | $14,365+1805.1% |