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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 | $28,564 | $159,934-82.1% | $147,005-80.6% | $145,959-80.4% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 8.29% | 98.24%-90.0pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $504 | $8,427-94.0% | $8,070-93.7% | $6,689-92.5% |
| Admin fee / account holder | $32,193 | $15,053+113.9% | $13,006+147.5% | $13,398+140.3% |