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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 | $63,823 | $72,426-11.9% | $67,560-5.5% | $145,897-56.3% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 8.75% | 7226.78%-7218.0pp | 3533.50%-3524.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,330 | $4,785-51.3% | $4,004-41.8% | $6,689-65.2% |
| Admin fee / account holder | $25,116 | $5,514+355.5% | $3,994+528.9% | $13,390+87.6% |