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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $83,333 | $105,198-20.8% | $159,455-47.7% | $85,856-2.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 82.8%-82.8pp | 69.3%-69.3pp |
| Annual return | 10.80% | 45.08%-34.3pp | 263.63%-252.8pp | 318.58%-307.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,343 | $5,946+40.3% | $7,353+13.5% | $3,952+111.1% |
| Admin fee / account holder | $11,526 | $6,934+66.2% | $10,800+6.7% | $6,261+84.1% |