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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 | $65,139 | $176,120-63.0% | $159,487-59.2% | $167,553-61.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 8.81% | 331.95%-323.1pp | 263.71%-254.9pp | 478.89%-470.1pp |
| Employer contribution / active EE | $1,003 | $5,299-81.1% | $4,831-79.2% | $4,840-79.3% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,994 | $12,561-76.2% | $10,804-72.3% | $12,316-75.7% |