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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 | $44,595 | $217,427-79.5% | $185,837-76.0% | $167,518-73.4% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 7.65% | 148.39%-140.7pp | 122.08%-114.4pp | 478.71%-471.1pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,600 | $6,357+35.3% | $5,568+54.4% | $6,342+35.6% |
| Admin fee / account holder | $57,405 | $19,816+189.7% | $16,241+253.4% | $12,312+366.2% |