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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 | $58,290 | $144,130-59.6% | $117,861-50.5% | $147,586-60.5% |
| Participation rate | 29.4% | 83.4%-54.0pp | 79.7%-50.3pp | 82.8%-53.4pp |
| Annual return | 7.95% | 531.20%-523.2pp | 335.11%-327.2pp | 578.59%-570.6pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $671 | $5,316-87.4% | $4,482-85.0% | $5,439-87.7% |
| Admin fee / account holder | $6,985 | $10,887-35.8% | $8,021-12.9% | $10,886-35.8% |