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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 | $20,457 | $68,097-70.0% | $62,929-67.5% | $137,256-85.1% |
| Participation rate | 0.0% | 77.4%-77.4pp | 73.1%-73.1pp | 80.0%-80.0pp |
| Annual return | 7.10% | 1859.11%-1852.0pp | 1063.93%-1056.8pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $677 | $4,553-85.1% | $3,888-82.6% | $6,407-89.4% |
| Admin fee / account holder | $5,985 | $6,521-8.2% | $5,065+18.2% | $12,270-51.2% |