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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 | $40,103 | $106,008-62.2% | $92,240-56.5% | $147,586-72.8% |
| Participation rate | 68.8% | 80.4%-11.7pp | 76.5%-7.7pp | 82.8%-14.1pp |
| Annual return | 9.25% | 50.05%-40.8pp | 176.29%-167.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $68 | $4,478-98.5% | $3,897-98.3% | $5,439-98.8% |
| Admin fee / account holder | $383 | $6,333-94.0% | $5,194-92.6% | $10,886-96.5% |