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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 | $166,131-74.5% | $164,975-74.4% | $145,877-71.0% |
| Participation rate | 4.5% | 82.0%-77.5pp | 78.6%-74.1pp | 80.3%-75.8pp |
| Annual return | 8.67% | 100.37%-91.7pp | 70.12%-61.5pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $374 | $6,962-94.6% | $6,033-93.8% | $6,691-94.4% |
| Admin fee / account holder | $13,199 | $16,648-20.7% | $12,688+4.0% | $13,402-1.5% |