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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 | $38,202 | $175,257-78.2% | $149,717-74.5% | $139,456-72.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 7.87% | 166.70%-158.8pp | 134.41%-126.5pp | 373.45%-365.6pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $455 | $6,521-93.0% | $5,682-92.0% | $6,711-93.2% |
| Admin fee / account holder | $31,826 | $16,156+97.0% | $13,213+140.9% | $11,407+179.0% |