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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 | $41,809 | $202,345-79.3% | $172,755-75.8% | $152,885-72.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 2.73% | 1029.77%-1027.0pp | 802.94%-800.2pp | 345.39%-342.7pp |
| Employer contribution / active EE | $41,500 | $5,858+608.5% | $5,144+706.7% | $4,763+771.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $37,430 | $17,111+118.8% | $13,955+168.2% | $11,598+222.7% |