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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 | $154,228-82.1% | $145,433-81.1% | $137,256-79.9% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | -0.17% | 74.59%-74.8pp | 66.58%-66.7pp | 220.34%-220.5pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,545 | $8,216+16.2% | $7,897+20.9% | $6,407+49.0% |
| Admin fee / account holder | $453,445 | $14,344+3061.3% | $13,129+3353.8% | $12,270+3595.5% |