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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 | $136,860-50.0% | $120,344-43.1% | $154,746-55.8% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.7%-76.7pp | 80.7%-80.7pp |
| Annual return | 7.31% | 21.38%-14.1pp | 20.30%-13.0pp | 172.34%-165.0pp |
| Employer contribution / active EE | $5,556 | $3,533+57.2% | $3,020+84.0% | $4,379+26.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,664 | $15,393-76.2% | $12,742-71.2% | $14,365-74.5% |