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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 | $36,764 | $183,988-80.0% | $162,177-77.3% | $152,897-76.0% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 7.14% | 150.79%-143.6pp | 115.60%-108.5pp | 345.43%-338.3pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,765 | $8,032-78.0% | $7,297-75.8% | $5,851-69.8% |
| Admin fee / account holder | $485 | $13,123-96.3% | $10,843-95.5% | $11,599-95.8% |