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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 | $65,983 | $67,823-2.7% | $52,425+25.9% | $137,256-51.9% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 1.93% | 219.11%-217.2pp | 302.12%-300.2pp | 220.34%-218.4pp |
| Employer contribution / active EE | $27,500 | $1,163+2264.7% | $914+2908.1% | $4,156+561.7% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $100,087 | $2,844+3419.0% | $2,495+3911.7% | $12,270+715.7% |