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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 | $32,051 | $102,595-68.8% | $94,057-65.9% | $154,746-79.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 10.28% | 583.42%-573.1pp | 480.62%-470.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $529 | $3,147-83.2% | $2,933-82.0% | $4,379-87.9% |
| Participant deferral / active EE | $796 | $5,118-84.4% | $4,709-83.1% | $6,730-88.2% |
| Admin fee / account holder | $7,021 | $7,736-9.2% | $7,244-3.1% | $14,365-51.1% |