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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 | $63,112 | $72,071-12.4% | $68,368-7.7% | $137,256-54.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 3.01% | 353.14%-350.1pp | 292.57%-289.6pp | 220.34%-217.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $452 | $4,410-89.8% | $4,123-89.0% | $6,407-92.9% |
| Admin fee / account holder | $7,850 | $5,336+47.1% | $5,150+52.4% | $12,270-36.0% |