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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 | $36,658 | $160,028-77.1% | $147,080-75.1% | $145,884-74.9% |
| Participation rate | 7.1% | 84.0%-76.9pp | 82.2%-75.0pp | 80.3%-73.2pp |
| Annual return | 8.72% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $551 | $8,422-93.5% | $8,066-93.2% | $6,690-91.8% |
| Admin fee / account holder | $19,823 | $15,030+31.9% | $12,989+52.6% | $13,392+48.0% |