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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 | $80,392 | $108,942-26.2% | $100,415-19.9% | $145,897-44.9% |
| Participation rate | 38.9% | 83.0%-44.1pp | 81.5%-42.6pp | 80.3%-41.4pp |
| Annual return | 9.79% | 58.27%-48.5pp | 49.47%-39.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,790 | $8,461-78.8% | $8,091-77.9% | $6,689-73.2% |
| Admin fee / account holder | $6,643 | $9,702-31.5% | $7,906-16.0% | $13,390-50.4% |