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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 | $90,951 | $160,040-43.2% | $147,096-38.2% | $145,877-37.7% |
| Participation rate | 11.1% | 84.0%-72.9pp | 82.2%-71.1pp | 80.3%-69.2pp |
| Annual return | 8.22% | 98.49%-90.3pp | 419.75%-411.5pp | 551.28%-543.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,339 | $8,429-84.1% | $8,071-83.4% | $6,691-80.0% |
| Admin fee / account holder | $36,862 | $15,050+144.9% | $13,005+183.4% | $13,402+175.0% |