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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 | $28,475 | $160,070-82.2% | $147,117-80.6% | $145,897-80.5% |
| Participation rate | 47.8% | 84.0%-36.2pp | 82.2%-34.4pp | 80.3%-32.5pp |
| Annual return | 8.76% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,243 | $8,419-73.4% | $8,065-72.2% | $6,689-66.5% |
| Admin fee / account holder | $4,885 | $15,035-67.5% | $12,993-62.4% | $13,390-63.5% |