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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 | $35,274 | $176,077-80.0% | $159,455-77.9% | $167,518-78.9% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 0.49% | 331.83%-331.3pp | 263.63%-263.1pp | 478.71%-478.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $836 | $7,751-89.2% | $7,353-88.6% | $6,342-86.8% |
| Admin fee / account holder | $592 | $12,556-95.3% | $10,800-94.5% | $12,312-95.2% |