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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 | $70,121-70.8% | $63,803-67.9% | $138,895-85.3% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 7.10% | 946.48%-939.4pp | 543.72%-536.6pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $677 | $4,535-85.1% | $3,843-82.4% | $6,396-89.4% |
| Admin fee / account holder | $5,985 | $6,738-11.2% | $5,196+15.2% | $12,562-52.4% |