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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 | $35,319 | $184,000-80.8% | $162,185-78.2% | $152,909-76.9% |
| Participation rate | 63.2% | 88.5%-25.3pp | 87.6%-24.4pp | 82.5%-19.3pp |
| Annual return | 4.04% | 150.80%-146.8pp | 115.61%-111.6pp | 345.46%-341.4pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,877 | $8,033-76.6% | $7,297-74.3% | $5,851-67.9% |
| Admin fee / account holder | $380 | $13,124-97.1% | $10,844-96.5% | $11,601-96.7% |