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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 | $72,780 | $160,040-54.5% | $147,096-50.5% | $145,877-50.1% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.8pp | 80.3%-58.9pp |
| Annual return | 6.87% | 98.49%-91.6pp | 419.75%-412.9pp | 551.28%-544.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,643 | $8,429-80.5% | $8,071-79.6% | $6,691-75.4% |
| Admin fee / account holder | $22,249 | $15,050+47.8% | $13,005+71.1% | $13,402+66.0% |