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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 | $68,100 | $160,070-57.5% | $147,117-53.7% | $145,897-53.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.22% | 98.69%-90.5pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,534 | $8,419-81.8% | $8,065-81.0% | $6,689-77.1% |
| Admin fee / account holder | $418 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |