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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $48,230 | $165,399-70.8% | $149,745-67.8% | $158,982-69.7% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -7.26% | 348.34%-355.6pp | 276.72%-284.0pp | 302.99%-310.2pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $34,152 | $7,183+375.5% | $6,843+399.1% | $5,983+470.8% |
| Admin fee / account holder | $9,996 | $10,811-7.5% | $9,312+7.3% | $11,252-11.2% |