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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 | $98,208 | $157,304-37.6% | $141,197-30.4% | $152,909-35.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 2.49% | 64.34%-61.9pp | 71.41%-68.9pp | 345.46%-343.0pp |
| Employer contribution / active EE | $10,549 | $5,263+100.5% | $4,736+122.7% | $4,764+121.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,990 | $12,126-75.3% | $10,265-70.9% | $11,601-74.2% |