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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 | $69,972 | $209,336-66.6% | $197,124-64.5% | $137,256-49.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 86.7%-86.7pp | 80.0%-80.0pp |
| Annual return | 9.24% | 48.09%-38.8pp | 44.34%-35.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $70,000 | $6,591+962.1% | $6,227+1024.1% | $4,156+1584.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $263,361 | $17,308+1421.6% | $16,298+1515.9% | $12,270+2046.4% |