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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 | $44,641 | $209,888-78.7% | $189,545-76.4% | $167,553-73.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 0.09% | 748.66%-748.6pp | 555.36%-555.3pp | 478.89%-478.8pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,052 | $8,934-88.2% | $8,220-87.2% | $6,343-83.4% |
| Admin fee / account holder | $13,433 | $14,300-6.1% | $12,049+11.5% | $12,316+9.1% |