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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 | $114,165 | $202,342-43.6% | $172,752-33.9% | $152,897-25.3% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 10.11% | 1029.83%-1019.7pp | 802.97%-792.9pp | 345.43%-335.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,564 | $5,948-73.7% | $5,198-69.9% | $5,851-73.3% |
| Admin fee / account holder | $1,567 | $17,111-90.8% | $13,955-88.8% | $11,599-86.5% |