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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 | $18,657 | $162,136-88.5% | $152,301-87.7% | $154,746-87.9% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 10.85% | 91.02%-80.2pp | 80.50%-69.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $358 | $8,341-95.7% | $8,004-95.5% | $6,730-94.7% |
| Admin fee / account holder | $10,140 | $15,759-35.7% | $14,398-29.6% | $14,365-29.4% |