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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 | $44,526 | $183,592-75.7% | $155,574-71.4% | $145,877-69.5% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 6.89% | 61.37%-54.5pp | 64.87%-58.0pp | 551.28%-544.4pp |
| Employer contribution / active EE | $12,461 | $5,317+134.4% | $4,676+166.5% | $4,663+167.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $370,111 | $19,316+1816.1% | $15,914+2225.7% | $13,402+2661.6% |