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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 | $51,004 | $185,883-72.6% | $170,043-70.0% | $139,466-63.4% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 10.65% | 60.54%-49.9pp | 53.40%-42.7pp | 373.66%-363.0pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,661 | $11,626-85.7% | $10,410-84.0% | $6,712-75.2% |
| Admin fee / account holder | $33,510 | $15,393+117.7% | $12,824+161.3% | $11,409+193.7% |