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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 | $102,595+0.3% | $94,057+9.4% | $154,746-33.5% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 8.21% | 583.42%-575.2pp | 480.62%-472.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $13,981 | $3,147+344.2% | $2,933+376.7% | $4,379+219.3% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $30,761 | $7,736+297.6% | $7,244+324.6% | $14,365+114.1% |