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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 | $25,418 | $76,608-66.8% | $56,077-54.7% | $145,877-82.6% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 4.40% | 3009.59%-3005.2pp | 1709.28%-1704.9pp | 551.28%-546.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,627 | $2,624+76.3% | $1,954+136.8% | $6,691-30.8% |
| Admin fee / account holder | $3,090 | $3,325-7.1% | $2,825+9.4% | $13,402-76.9% |