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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 | $38,147 | $159,978-76.2% | $147,041-74.1% | $145,978-73.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.60% | 98.36%-89.8pp | 419.21%-410.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,093 | $5,288-79.3% | $4,935-77.8% | $4,662-76.5% |
| Participant deferral / active EE | $1,367 | $8,429-83.8% | $8,071-83.1% | $6,690-79.6% |
| Admin fee / account holder | $192,397 | $15,053+1178.1% | $13,006+1379.3% | $13,400+1335.8% |