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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 | $21,525 | $105,145-79.5% | $94,664-77.3% | $139,466-84.6% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 8.51% | 38.09%-29.6pp | 156.84%-148.3pp | 373.66%-365.1pp |
| Employer contribution / active EE | $697 | $4,107-83.0% | $3,673-81.0% | $4,754-85.3% |
| Participant deferral / active EE | $1,741 | $7,599-77.1% | $7,417-76.5% | $6,712-74.1% |
| Admin fee / account holder | $12,740 | $8,972+42.0% | $7,222+76.4% | $11,409+11.7% |