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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 | $106,520 | $209,847-49.2% | $189,520-43.8% | $167,518-36.4% |
| Participation rate | 42.9% | 88.7%-45.8pp | 87.8%-44.9pp | 82.1%-39.3pp |
| Annual return | 8.41% | 748.45%-740.0pp | 555.25%-546.8pp | 478.71%-470.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,579 | $8,934-71.1% | $8,220-68.6% | $6,342-59.3% |
| Admin fee / account holder | $10,423 | $14,295-27.1% | $12,046-13.5% | $12,312-15.3% |