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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 | $47,859 | $102,595-53.4% | $94,057-49.1% | $154,746-69.1% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 80.7%-80.7pp |
| Annual return | 8.10% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,040 | $3,147-67.0% | $2,933-64.5% | $4,379-76.3% |
| Participant deferral / active EE | $560 | $5,118-89.1% | $4,709-88.1% | $6,730-91.7% |
| Admin fee / account holder | $9,960 | $7,736+28.7% | $7,244+37.5% | $14,365-30.7% |