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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 | $28,653 | $73,546-61.0% | $63,018-54.5% | $147,586-80.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 5.65% | 175.56%-169.9pp | 87.62%-82.0pp | 578.59%-572.9pp |
| Employer contribution / active EE | $2,337 | $3,324-29.7% | $2,761-15.4% | $4,876-52.1% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,963 | $5,956-33.5% | $3,601+10.1% | $10,886-63.6% |