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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 | $38,273 | $198,457-80.7% | $170,435-77.5% | $147,586-74.1% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 6.63% | 257.30%-250.7pp | 205.94%-199.3pp | 578.59%-572.0pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $369 | $5,629-93.4% | $4,939-92.5% | $5,439-93.2% |
| Admin fee / account holder | $1,947 | $16,852-88.4% | $13,881-86.0% | $10,886-82.1% |