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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 | $104,975 | $185,905-43.5% | $170,057-38.3% | $139,487-24.7% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 6.17% | 60.56%-54.4pp | 53.42%-47.2pp | 373.84%-367.7pp |
| Employer contribution / active EE | $37,090 | $7,597+388.2% | $6,790+446.2% | $4,755+680.1% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,612,536 | $15,397+16868.3% | $12,826+20268.8% | $11,407+22802.3% |