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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 | $31,184 | $202,342-84.6% | $172,753-81.9% | $152,909-79.6% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 2.63% | 1029.88%-1027.2pp | 803.00%-800.4pp | 345.46%-342.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,642 | $5,948-72.4% | $5,198-68.4% | $5,851-71.9% |
| Admin fee / account holder | $2,119 | $17,112-87.6% | $13,956-84.8% | $11,601-81.7% |