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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 | $107,850 | $175,259-38.5% | $149,723-28.0% | $139,487-22.7% |
| Participation rate | 33.3% | 83.4%-50.1pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 8.48% | 166.82%-158.3pp | 134.50%-126.0pp | 373.84%-365.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $543 | $6,522-91.7% | $5,682-90.4% | $6,713-91.9% |
| Admin fee / account holder | $6,798 | $16,158-57.9% | $13,215-48.6% | $11,407-40.4% |