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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 | $90,808 | $160,040-43.3% | $147,096-38.3% | $145,877-37.8% |
| Participation rate | 15.8% | 84.0%-68.2pp | 82.2%-66.4pp | 80.3%-64.5pp |
| Annual return | 8.95% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $901 | $8,429-89.3% | $8,071-88.8% | $6,691-86.5% |
| Admin fee / account holder | $3,944 | $15,050-73.8% | $13,005-69.7% | $13,402-70.6% |