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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 | $92,378 | $102,595-10.0% | $94,057-1.8% | $154,746-40.3% |
| Participation rate | 14.3% | 76.0%-61.7pp | 73.3%-59.1pp | 80.7%-66.4pp |
| Annual return | 9.16% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $574 | $3,147-81.8% | $2,933-80.4% | $4,379-86.9% |
| Participant deferral / active EE | $340 | $5,118-93.4% | $4,709-92.8% | $6,730-95.0% |
| Admin fee / account holder | $69,400 | $7,736+797.1% | $7,244+858.0% | $14,365+383.1% |