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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 | $114,033 | $209,422-45.5% | $178,503-36.1% | $158,982-28.3% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 1.40% | 188.81%-187.4pp | 151.12%-149.7pp | 302.99%-301.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $544 | $5,955-90.9% | $5,202-89.6% | $5,983-90.9% |
| Admin fee / account holder | $11,120 | $17,079-34.9% | $13,987-20.5% | $11,252-1.2% |