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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 | $93,066 | $227,291-59.1% | $214,702-56.7% | $155,188-40.0% |
| Participation rate | 33.3% | 88.0%-54.6pp | 87.5%-54.1pp | 80.8%-47.5pp |
| Annual return | 6.73% | 60.08%-53.3pp | 54.55%-47.8pp | 148.84%-142.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $400 | $9,582-95.8% | $9,147-95.6% | $6,531-93.9% |
| Admin fee / account holder | $158,591 | $20,413+676.9% | $19,830+699.7% | $14,480+995.3% |