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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 | $37,241 | $209,336-82.2% | $197,124-81.1% | $137,256-72.9% |
| Participation rate | 27.3% | 87.3%-60.0pp | 86.7%-59.4pp | 80.0%-52.7pp |
| Annual return | 2.77% | 48.09%-45.3pp | 44.34%-41.6pp | 220.34%-217.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $118 | $9,614-98.8% | $9,135-98.7% | $6,407-98.2% |
| Admin fee / account holder | $100,422 | $17,308+480.2% | $16,298+516.2% | $12,270+718.4% |