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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 | $223,823-58.4% | $211,142-55.9% | $154,746-39.9% |
| Participation rate | 33.3% | 87.9%-54.5pp | 87.3%-54.0pp | 80.7%-47.4pp |
| Annual return | 6.73% | 50.39%-43.7pp | 46.84%-40.1pp | 172.34%-165.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $400 | $9,750-95.9% | $9,284-95.7% | $6,730-94.1% |
| Admin fee / account holder | $158,591 | $19,707+704.7% | $19,076+731.4% | $14,365+1004.0% |