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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 | $76,815 | $166,020-53.7% | $164,866-53.4% | $145,959-47.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 7.76% | 100.08%-92.3pp | 69.97%-62.2pp | 561.95%-554.2pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $840 | $6,961-87.9% | $6,033-86.1% | $6,689-87.4% |
| Admin fee / account holder | $21,556 | $16,644+29.5% | $12,689+69.9% | $13,398+60.9% |