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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 | $113,248 | $96,691+17.1% | $86,656+30.7% | $139,487-18.8% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 7.80% | 106.87%-99.1pp | 593.09%-585.3pp | 373.84%-366.0pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $29,254 | $4,838+504.7% | $4,439+559.0% | $6,713+335.8% |
| Admin fee / account holder | $320 | $6,414-95.0% | $5,619-94.3% | $11,407-97.2% |