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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 | $223,823-83.4% | $211,142-82.4% | $154,746-75.9% |
| Participation rate | 27.3% | 87.9%-60.6pp | 87.3%-60.0pp | 80.7%-53.4pp |
| Annual return | 2.77% | 50.39%-47.6pp | 46.84%-44.1pp | 172.34%-169.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $118 | $9,750-98.8% | $9,284-98.7% | $6,730-98.2% |
| Admin fee / account holder | $100,422 | $19,707+409.6% | $19,076+426.4% | $14,365+599.1% |