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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 | $106,055 | $202,342-47.6% | $172,753-38.6% | $152,909-30.6% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.5%-36.3pp |
| Annual return | 5.58% | 1029.88%-1024.3pp | 803.00%-797.4pp | 345.46%-339.9pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,069 | $5,948-65.2% | $5,198-60.2% | $5,851-64.6% |
| Admin fee / account holder | $622 | $17,112-96.4% | $13,956-95.5% | $11,601-94.6% |