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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 | $70,942 | $106,008-33.1% | $92,240-23.1% | $147,586-51.9% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 6.78% | 50.05%-43.3pp | 176.29%-169.5pp | 578.59%-571.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $525 | $4,478-88.3% | $3,897-86.5% | $5,439-90.3% |
| Admin fee / account holder | $586 | $6,333-90.8% | $5,194-88.7% | $10,886-94.6% |