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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 | $28,564 | $160,040-82.2% | $147,096-80.6% | $145,877-80.4% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 8.29% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $504 | $8,429-94.0% | $8,071-93.8% | $6,691-92.5% |
| Admin fee / account holder | $32,193 | $15,050+113.9% | $13,005+147.5% | $13,402+140.2% |