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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 | $59,753 | $148,623-59.8% | $135,974-56.1% | $139,466-57.2% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 5.62% | 79.30%-73.7pp | 68.30%-62.7pp | 373.66%-368.0pp |
| Employer contribution / active EE | $5,000 | $5,246-4.7% | $4,859+2.9% | $4,754+5.2% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $145,732 | $12,406+1074.7% | $10,767+1253.6% | $11,409+1177.4% |