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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 | $37,293 | $171,867-78.3% | $149,721-75.1% | $147,586-74.7% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 7.10% | 2113.36%-2106.3pp | 1501.67%-1494.6pp | 578.59%-571.5pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,150 | $7,270-84.2% | $6,568-82.5% | $5,439-78.9% |
| Admin fee / account holder | $2,271 | $13,799-83.5% | $11,282-79.9% | $10,886-79.1% |