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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 | $30,266 | $162,136-81.3% | $152,301-80.1% | $154,746-80.4% |
| Participation rate | 18.8% | 84.1%-65.4pp | 82.4%-63.7pp | 80.7%-62.0pp |
| Annual return | 5.03% | 91.02%-86.0pp | 80.50%-75.5pp | 172.34%-167.3pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $443 | $8,341-94.7% | $8,004-94.5% | $6,730-93.4% |
| Admin fee / account holder | $8,250 | $15,759-47.6% | $14,398-42.7% | $14,365-42.6% |