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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 | $100,164 | $165,381-39.4% | $149,730-33.1% | $158,966-37.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | -4.42% | 348.29%-352.7pp | 276.70%-281.1pp | 302.95%-307.4pp |
| Employer contribution / active EE | $1,351 | $5,104-73.5% | $4,645-70.9% | $4,762-71.6% |
| Participant deferral / active EE | $1,535 | $7,182-78.6% | $6,843-77.6% | $5,983-74.3% |
| Admin fee / account holder | $563 | $10,809-94.8% | $9,310-94.0% | $11,250-95.0% |