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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 | $108,105 | $185,905-41.8% | $170,057-36.4% | $139,487-22.5% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 0.09% | 60.56%-60.5pp | 53.42%-53.3pp | 373.84%-373.8pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,417 | $11,627-79.2% | $10,411-76.8% | $6,713-64.0% |
| Admin fee / account holder | $4,833 | $15,397-68.6% | $12,826-62.3% | $11,407-57.6% |