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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 | $62,631 | $202,342-69.0% | $172,753-63.7% | $152,909-59.0% |
| Participation rate | 0.0% | 87.1%-87.1pp | 82.6%-82.6pp | 82.5%-82.5pp |
| Annual return | 5.20% | 1029.88%-1024.7pp | 803.00%-797.8pp | 345.46%-340.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,700 | $5,948-21.0% | $5,198-9.6% | $5,851-19.7% |
| Admin fee / account holder | $2,100 | $17,112-87.7% | $13,956-85.0% | $11,601-81.9% |