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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 | $33,421 | $176,105-81.0% | $159,474-79.0% | $167,536-80.1% |
| Participation rate | 38.5% | 85.0%-46.5pp | 82.8%-44.4pp | 82.1%-43.7pp |
| Annual return | 4.67% | 331.91%-327.2pp | 263.68%-259.0pp | 478.82%-474.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $922 | $7,751-88.1% | $7,353-87.5% | $6,342-85.5% |
| Admin fee / account holder | $1,012 | $12,559-91.9% | $10,802-90.6% | $12,315-91.8% |