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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 | $79,252 | $176,105-55.0% | $159,474-50.3% | $167,536-52.7% |
| Participation rate | 43.8% | 85.0%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 9.43% | 331.91%-322.5pp | 263.68%-254.2pp | 478.82%-469.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,284 | $7,751-83.4% | $7,353-82.5% | $6,342-79.8% |
| Admin fee / account holder | $3,142 | $12,559-75.0% | $10,802-70.9% | $12,315-74.5% |