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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 | $42,303 | $166,268-74.6% | $165,100-74.4% | $145,897-71.0% |
| Participation rate | 4.5% | 82.0%-77.5pp | 78.6%-74.1pp | 80.3%-75.8pp |
| Annual return | 8.67% | 100.52%-91.9pp | 70.21%-61.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $374 | $6,964-94.6% | $6,035-93.8% | $6,689-94.4% |
| Admin fee / account holder | $13,199 | $16,659-20.8% | $12,696+4.0% | $13,390-1.4% |