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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 | $97,314 | $58,258+67.0% | $81,820+18.9% | $80,925+20.3% |
| Participation rate | 40.0% | 63.5%-23.5pp | 72.4%-32.4pp | 67.7%-27.7pp |
| Annual return | 10.62% | 41.76%-31.1pp | 777.93%-767.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $672 | $3,284-79.5% | $4,323-84.5% | $4,299-84.4% |
| Admin fee / account holder | $1,082 | $4,976-78.3% | $7,391-85.4% | $6,940-84.4% |