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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 | $159,978-41.2% | $147,041-36.1% | $145,978-35.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 7.55% | 98.36%-90.8pp | 419.21%-411.7pp | 550.52%-543.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $133 | $8,429-98.4% | $8,071-98.3% | $6,690-98.0% |
| Admin fee / account holder | $78,481 | $15,053+421.4% | $13,006+503.4% | $13,400+485.7% |