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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 | $45,071 | $198,457-77.3% | $170,435-73.6% | $147,586-69.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 5.95% | 257.30%-251.4pp | 205.94%-200.0pp | 578.59%-572.6pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $625 | $5,629-88.9% | $4,939-87.3% | $5,439-88.5% |
| Admin fee / account holder | $2,024 | $16,852-88.0% | $13,881-85.4% | $10,886-81.4% |