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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 | $79,273 | $217,432-63.5% | $185,849-57.3% | $167,536-52.7% |
| Participation rate | 22.7% | 86.1%-63.3pp | 81.7%-59.0pp | 82.1%-59.4pp |
| Annual return | 3.74% | 148.42%-144.7pp | 122.10%-118.4pp | 478.82%-475.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $191 | $6,357-97.0% | $5,569-96.6% | $6,342-97.0% |
| Admin fee / account holder | $576 | $19,818-97.1% | $16,244-96.5% | $12,315-95.3% |