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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 | $21,966 | $124,425-82.3% | $112,040-80.4% | $137,256-84.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 3.13% | 24.72%-21.6pp | 24.52%-21.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $474 | $5,718-91.7% | $5,098-90.7% | $6,407-92.6% |
| Admin fee / account holder | $62,545 | $15,207+311.3% | $12,098+417.0% | $12,270+409.7% |