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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 | $35,219 | $209,874-83.2% | $189,537-81.4% | $167,536-79.0% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 7.38% | 748.61%-741.2pp | 555.34%-548.0pp | 478.82%-471.4pp |
| Employer contribution / active EE | $4,079 | $6,913-41.0% | $6,161-33.8% | $4,839-15.7% |
| Participant deferral / active EE | $99 | $8,934-98.9% | $8,220-98.8% | $6,342-98.4% |
| Admin fee / account holder | $6,190 | $14,299-56.7% | $12,048-48.6% | $12,315-49.7% |