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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 | $70,366+46.2% | $66,674+54.3% | $138,895-25.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 8.21% | 386.41%-378.2pp | 321.24%-313.0pp | 145.39%-137.2pp |
| Employer contribution / active EE | $13,981 | $2,765+405.6% | $2,620+433.6% | $4,194+233.3% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $30,761 | $5,262+484.5% | $5,098+503.4% | $12,562+144.9% |