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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 | $102,870 | $72,071+42.7% | $68,368+50.5% | $137,256-25.1% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 8.21% | 353.14%-344.9pp | 292.57%-284.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $13,981 | $2,788+401.5% | $2,649+427.8% | $4,156+236.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30,761 | $5,336+476.5% | $5,150+497.3% | $12,270+150.7% |