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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 | $32,101 | $160,040-79.9% | $147,096-78.2% | $145,877-78.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 8.52% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,343 | $8,429-72.2% | $8,071-71.0% | $6,691-65.0% |
| Admin fee / account holder | $25,144 | $15,050+67.1% | $13,005+93.3% | $13,402+87.6% |