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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 | $71,953 | $107,363-33.0% | $92,909-22.6% | $152,897-52.9% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.0%-76.0pp | 82.5%-82.5pp |
| Annual return | 2.58% | 145.63%-143.0pp | 109.44%-106.9pp | 345.43%-342.8pp |
| Employer contribution / active EE | $3,965 | $4,222-6.1% | $3,653+8.5% | $4,764-16.8% |
| Participant deferral / active EE | $1,160 | $4,848-76.1% | $4,238-72.6% | $5,851-80.2% |
| Admin fee / account holder | $6,898 | $7,082-2.6% | $5,795+19.0% | $11,599-40.5% |