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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 | $40,475 | $160,040-74.7% | $147,096-72.5% | $145,877-72.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.92% | 98.49%-93.6pp | 419.75%-414.8pp | 551.28%-546.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,015 | $8,429-88.0% | $8,071-87.4% | $6,691-84.8% |
| Admin fee / account holder | $66,290 | $15,050+340.5% | $13,005+409.7% | $13,402+394.6% |