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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 | $95,750 | $97,289-1.6% | $92,805+3.2% | $155,188-38.3% |
| Participation rate | 0.0% | 84.2%-84.2pp | 83.5%-83.5pp | 80.8%-80.8pp |
| Annual return | 7.55% | 29.03%-21.5pp | 31.59%-24.0pp | 148.84%-141.3pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,274 | $8,795-74.1% | $8,448-73.1% | $6,531-65.2% |
| Admin fee / account holder | $128,875 | $12,015+972.6% | $10,911+1081.2% | $14,480+790.0% |