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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 | $105,469 | $114,130-7.6% | $96,192+9.6% | $167,553-37.1% |
| Participation rate | 20.0% | 75.1%-55.1pp | 68.4%-48.4pp | 82.1%-62.1pp |
| Annual return | 5.01% | 190.07%-185.1pp | 192.09%-187.1pp | 478.89%-473.9pp |
| Employer contribution / active EE | $446 | $3,431-87.0% | $2,799-84.1% | $4,840-90.8% |
| Participant deferral / active EE | $824 | $5,198-84.1% | $4,351-81.1% | $6,343-87.0% |
| Admin fee / account holder | $3,465 | $6,901-49.8% | $5,539-37.4% | $12,316-71.9% |