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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 | $42,925 | $166,131-74.2% | $164,975-74.0% | $145,877-70.6% |
| Participation rate | 20.8% | 82.0%-61.2pp | 78.6%-57.8pp | 80.3%-59.5pp |
| Annual return | 8.40% | 100.37%-92.0pp | 70.12%-61.7pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,324 | $6,962-81.0% | $6,033-78.0% | $6,691-80.2% |
| Admin fee / account holder | $30,760 | $16,648+84.8% | $12,688+142.4% | $13,402+129.5% |