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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 | $39,090 | $160,028-75.6% | $147,080-73.4% | $145,884-73.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.14% | 98.60%-92.5pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $50 | $8,422-99.4% | $8,066-99.4% | $6,690-99.3% |
| Admin fee / account holder | $49,594 | $15,030+230.0% | $12,989+281.8% | $13,392+270.3% |