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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 | $38,168 | $160,040-76.2% | $147,096-74.1% | $145,877-73.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.23% | 98.49%-89.3pp | 419.75%-410.5pp | 551.28%-542.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $511 | $8,429-93.9% | $8,071-93.7% | $6,691-92.4% |
| Admin fee / account holder | $921 | $15,050-93.9% | $13,005-92.9% | $13,402-93.1% |