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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 | $34,524 | $226,135-84.7% | $182,558-81.1% | $152,909-77.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.5%-49.1pp |
| Annual return | 1.88% | 192.60%-190.7pp | 148.59%-146.7pp | 345.46%-343.6pp |
| Employer contribution / active EE | $4,892 | $4,979-1.7% | $4,076+20.0% | $4,764+2.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,674 | $10,707-65.7% | $8,594-57.2% | $11,601-68.3% |