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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 | $102,595-11.0% | $94,057-2.9% | $154,746-41.0% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 80.7%-60.7pp |
| Annual return | 5.25% | 583.42%-578.2pp | 480.62%-475.4pp | 172.34%-167.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $210 | $5,118-95.9% | $4,709-95.5% | $6,730-96.9% |
| Admin fee / account holder | $8,186 | $7,736+5.8% | $7,244+13.0% | $14,365-43.0% |