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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 | $94,569 | $165,361-42.8% | $149,715-36.8% | $158,950-40.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.39% | 348.24%-341.8pp | 276.66%-270.3pp | 302.91%-296.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,292 | $7,182-82.0% | $6,842-81.1% | $5,983-78.4% |
| Admin fee / account holder | $55,767 | $10,808+416.0% | $9,310+499.0% | $11,248+395.8% |