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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 | $41,887 | $101,618-58.8% | $93,063-55.0% | $137,256-69.5% |
| Participation rate | 7.7% | 74.9%-67.2pp | 72.1%-64.4pp | 80.0%-72.3pp |
| Annual return | 9.68% | 223.95%-214.3pp | 34.15%-24.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5 | $4,279-99.9% | $3,958-99.9% | $6,407-99.9% |
| Admin fee / account holder | $760,249 | $6,198+12165.1% | $6,033+12501.0% | $12,270+6095.9% |