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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 | $38,177 | $171,867-77.8% | $149,721-74.5% | $147,586-74.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 1.66% | 2113.36%-2111.7pp | 1501.67%-1500.0pp | 578.59%-576.9pp |
| Employer contribution / active EE | $8,840 | $6,275+40.9% | $5,444+62.4% | $4,876+81.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,858 | $13,799-86.5% | $11,282-83.5% | $10,886-82.9% |