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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 | $101,251 | $202,342-50.0% | $172,752-41.4% | $152,897-33.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 2.45% | 1029.83%-1027.4pp | 802.97%-800.5pp | 345.43%-343.0pp |
| Employer contribution / active EE | $3,398 | $5,858-42.0% | $5,144-33.9% | $4,764-28.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,647 | $17,111-72.8% | $13,955-66.7% | $11,599-59.9% |