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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 | $127,306 | $226,135-43.7% | $182,558-30.3% | $152,909-16.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 7.58% | 192.60%-185.0pp | 148.59%-141.0pp | 345.46%-337.9pp |
| Employer contribution / active EE | $8,400 | $4,979+68.7% | $4,076+106.1% | $4,764+76.3% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,019 | $10,707-90.5% | $8,594-88.1% | $11,601-91.2% |