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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 | $94,032 | $160,040-41.2% | $147,096-36.1% | $145,877-35.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 7.55% | 98.49%-90.9pp | 419.75%-412.2pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $133 | $8,429-98.4% | $8,071-98.3% | $6,691-98.0% |
| Admin fee / account holder | $78,481 | $15,050+421.5% | $13,005+503.5% | $13,402+485.6% |