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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 | $100,574 | $209,888-52.1% | $189,545-46.9% | $167,553-40.0% |
| Participation rate | 26.1% | 88.7%-62.6pp | 87.8%-61.7pp | 82.1%-56.0pp |
| Annual return | 8.82% | 748.66%-739.8pp | 555.36%-546.5pp | 478.89%-470.1pp |
| Employer contribution / active EE | $0 | $6,915-100.0% | $6,162-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,220 | $8,934-86.3% | $8,220-85.2% | $6,343-80.8% |
| Admin fee / account holder | $3,049 | $14,300-78.7% | $12,049-74.7% | $12,316-75.2% |