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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 | $25,356 | $114,130-77.8% | $96,192-73.6% | $167,553-84.9% |
| Participation rate | 38.5% | 75.1%-36.6pp | 68.4%-30.0pp | 82.1%-43.7pp |
| Annual return | 7.18% | 190.07%-182.9pp | 192.09%-184.9pp | 478.89%-471.7pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $385 | $5,198-92.6% | $4,351-91.2% | $6,343-93.9% |
| Admin fee / account holder | $2,326 | $6,901-66.3% | $5,539-58.0% | $12,316-81.1% |