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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 | $64,359 | $125,237-48.6% | $105,608-39.1% | $145,877-55.9% |
| Participation rate | 36.4% | 77.7%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 6.08% | 225.76%-219.7pp | 116.50%-110.4pp | 551.28%-545.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,075 | $5,711-81.2% | $5,010-78.5% | $6,691-83.9% |
| Admin fee / account holder | $39,063 | $17,287+126.0% | $11,028+254.2% | $13,402+191.5% |