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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 | $49,865 | $160,070-68.8% | $147,117-66.1% | $145,897-65.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 1.45% | 98.69%-97.2pp | 420.54%-419.1pp | 552.29%-550.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $725 | $8,419-91.4% | $8,065-91.0% | $6,689-89.2% |
| Admin fee / account holder | $22,342 | $15,035+48.6% | $12,993+72.0% | $13,390+66.9% |