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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 | $68,429 | $124,425-45.0% | $112,040-38.9% | $137,256-50.1% |
| Participation rate | 0.0% | 79.3%-79.3pp | 76.5%-76.5pp | 80.0%-80.0pp |
| Annual return | 7.31% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $5,556 | $3,411+62.9% | $2,954+88.1% | $4,156+33.7% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,664 | $15,207-75.9% | $12,098-69.7% | $12,270-70.1% |