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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 | $15,684 | $155,555-89.9% | $146,866-89.3% | $155,188-89.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 7.33% | 115.41%-108.1pp | 102.85%-95.5pp | 148.84%-141.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $110 | $8,044-98.6% | $7,759-98.6% | $6,531-98.3% |
| Admin fee / account holder | $187,147 | $14,755+1168.3% | $13,620+1274.1% | $14,480+1192.5% |