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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 | $87,235 | $202,342-56.9% | $172,753-49.5% | $152,909-42.9% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 1.13% | 1029.88%-1028.8pp | 803.00%-801.9pp | 345.46%-344.3pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $253 | $5,948-95.7% | $5,198-95.1% | $5,851-95.7% |
| Admin fee / account holder | $1,012 | $17,112-94.1% | $13,956-92.7% | $11,601-91.3% |