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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $27,554 | $162,136-83.0% | $152,301-81.9% | $154,746-82.2% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | -0.17% | 91.02%-91.2pp | 80.50%-80.7pp | 172.34%-172.5pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,545 | $8,341+14.4% | $8,004+19.3% | $6,730+41.8% |
| Admin fee / account holder | $453,445 | $15,759+2777.3% | $14,398+3049.4% | $14,365+3056.5% |