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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 | $38,545 | $209,422-81.6% | $178,503-78.4% | $158,982-75.8% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 6.22% | 188.81%-182.6pp | 151.12%-144.9pp | 302.99%-296.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $369 | $5,955-93.8% | $5,202-92.9% | $5,983-93.8% |
| Admin fee / account holder | $21,925 | $17,079+28.4% | $13,987+56.7% | $11,252+94.9% |