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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 | $38,458 | $159,934-76.0% | $147,005-73.8% | $145,959-73.7% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 8.54% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $6,285 | $5,287+18.9% | $4,934+27.4% | $4,661+34.8% |
| Participant deferral / active EE | $1,667 | $8,427-80.2% | $8,070-79.3% | $6,689-75.1% |
| Admin fee / account holder | $92,402 | $15,053+513.8% | $13,006+610.4% | $13,398+589.7% |