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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 | $88,778-69.9% | $81,844-67.3% | $145,884-81.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.68% | 1033.03%-1028.4pp | 778.87%-774.2pp | 551.85%-547.2pp |
| Employer contribution / active EE | $2,781 | $3,087-9.9% | $2,916-4.7% | $4,662-40.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,819 | $8,430-66.6% | $7,355-61.7% | $13,392-78.9% |