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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 | $76,558 | $90,530-15.4% | $76,030+0.7% | $145,897-47.5% |
| Participation rate | 22.7% | 74.4%-51.7pp | 69.1%-46.3pp | 80.3%-57.6pp |
| Annual return | 7.34% | 625.08%-617.7pp | 361.54%-354.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $846 | $5,164-83.6% | $4,257-80.1% | $6,689-87.4% |
| Admin fee / account holder | $2,499 | $8,383-70.2% | $6,421-61.1% | $13,390-81.3% |