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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 | $44,825 | $160,040-72.0% | $147,096-69.5% | $145,877-69.3% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 1.99% | 98.49%-96.5pp | 419.75%-417.8pp | 551.28%-549.3pp |
| Employer contribution / active EE | $1,111 | $5,289-79.0% | $4,936-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,676 | $15,050-82.2% | $13,005-79.4% | $13,402-80.0% |