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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 | $36,969 | $201,264-81.6% | $184,185-79.9% | $145,978-74.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 5.88% | 29.00%-23.1pp | 28.81%-22.9pp | 550.52%-544.6pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,048 | $9,806-68.9% | $9,132-66.6% | $6,690-54.4% |
| Admin fee / account holder | $50,113 | $16,376+206.0% | $13,909+260.3% | $13,400+274.0% |