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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 | $91,348 | $70,366+29.8% | $66,674+37.0% | $138,895-34.2% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.7%-53.7pp | 79.9%-59.9pp |
| Annual return | 5.25% | 386.41%-381.2pp | 321.24%-316.0pp | 145.39%-140.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $210 | $4,374-95.2% | $4,084-94.9% | $6,396-96.7% |
| Admin fee / account holder | $8,186 | $5,262+55.5% | $5,098+60.6% | $12,562-34.8% |