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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 | $56,148 | $166,242-66.2% | $165,071-66.0% | $145,884-61.5% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 6.49% | 100.44%-94.0pp | 70.17%-63.7pp | 551.85%-545.4pp |
| Employer contribution / active EE | $6,212 | $5,283+17.6% | $4,347+42.9% | $4,662+33.2% |
| Participant deferral / active EE | $1,387 | $6,964-80.1% | $6,035-77.0% | $6,690-79.3% |
| Admin fee / account holder | $180,806 | $16,658+985.4% | $12,695+1324.2% | $13,392+1250.1% |