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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 | $148,995 | $88,754+67.9% | $81,820+82.1% | $145,877+2.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 4.25% | 1031.77%-1027.5pp | 777.93%-773.7pp | 551.28%-547.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,937 | $4,648+565.7% | $4,323+615.7% | $6,691+362.4% |
| Admin fee / account holder | $337 | $8,424-96.0% | $7,391-95.4% | $13,402-97.5% |