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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 | $53,934 | $202,342-73.3% | $172,752-68.8% | $152,897-64.7% |
| Participation rate | 43.5% | 87.1%-43.6pp | 82.6%-39.2pp | 82.5%-39.0pp |
| Annual return | 0.68% | 1029.83%-1029.1pp | 802.97%-802.3pp | 345.43%-344.8pp |
| Employer contribution / active EE | $1,418 | $5,858-75.8% | $5,144-72.4% | $4,764-70.2% |
| Participant deferral / active EE | $1,424 | $5,948-76.1% | $5,198-72.6% | $5,851-75.7% |
| Admin fee / account holder | $5,766 | $17,111-66.3% | $13,955-58.7% | $11,599-50.3% |