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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 | $53,545 | $102,422-47.7% | $147,117-63.6% | $80,959-33.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 9.61% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,013 | $6,652+20.5% | $8,065-0.6% | $4,300+86.3% |
| Admin fee / account holder | $6,301 | $7,953-20.8% | $12,993-51.5% | $6,925-9.0% |