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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 | $74,958 | $202,342-63.0% | $172,753-56.6% | $152,909-51.0% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.5%-38.7pp |
| Annual return | 6.10% | 1029.88%-1023.8pp | 803.00%-796.9pp | 345.46%-339.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $445 | $5,948-92.5% | $5,198-91.4% | $5,851-92.4% |
| Admin fee / account holder | $6,376 | $17,112-62.7% | $13,956-54.3% | $11,601-45.0% |