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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 | $26,760 | $88,754-69.8% | $81,820-67.3% | $145,877-81.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.68% | 1031.77%-1027.1pp | 777.93%-773.3pp | 551.28%-546.6pp |
| Employer contribution / active EE | $2,781 | $3,085-9.9% | $2,915-4.6% | $4,663-40.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,819 | $8,424-66.5% | $7,391-61.9% | $13,402-79.0% |