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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 | $105,115 | $199,109-47.2% | $173,730-39.5% | $154,746-32.1% |
| Participation rate | 0.0% | 82.8%-82.8pp | 79.6%-79.6pp | 80.7%-80.7pp |
| Annual return | 6.75% | 20.02%-13.3pp | 19.96%-13.2pp | 172.34%-165.6pp |
| Employer contribution / active EE | $4,130 | $5,311-22.2% | $4,577-9.8% | $4,379-5.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $783 | $20,916-96.3% | $17,523-95.5% | $14,365-94.6% |