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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 | $217,427-63.5% | $185,837-57.3% | $167,518-52.7% |
| Participation rate | 22.7% | 86.0%-63.3pp | 81.7%-59.0pp | 82.1%-59.4pp |
| Annual return | 3.74% | 148.39%-144.7pp | 122.08%-118.3pp | 478.71%-475.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $191 | $6,357-97.0% | $5,568-96.6% | $6,342-97.0% |
| Admin fee / account holder | $576 | $19,816-97.1% | $16,241-96.5% | $12,312-95.3% |