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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 | $107,733 | $104,953+2.6% | $84,637+27.3% | $152,909-29.5% |
| Participation rate | 45.5% | 74.8%-29.4pp | 68.2%-22.8pp | 82.5%-37.0pp |
| Annual return | 8.54% | 373.94%-365.4pp | 258.82%-250.3pp | 345.46%-336.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $353 | $4,691-92.5% | $3,900-90.9% | $5,851-94.0% |
| Admin fee / account holder | $5,527 | $6,244-11.5% | $4,914+12.5% | $11,601-52.4% |