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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 | $41,103 | $106,247-61.3% | $96,515-57.4% | $139,466-70.5% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 8.81% | 38.47%-29.7pp | 35.73%-26.9pp | 373.66%-364.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13 | $5,456-99.8% | $4,880-99.7% | $6,712-99.8% |
| Admin fee / account holder | $18,603 | $7,885+135.9% | $6,735+176.2% | $11,409+63.1% |