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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 | $20,956 | $154,228-86.4% | $145,433-85.6% | $137,256-84.7% |
| Participation rate | 12.5% | 83.8%-71.3pp | 82.1%-69.6pp | 80.0%-67.5pp |
| Annual return | 8.70% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,073 | $8,216-86.9% | $7,897-86.4% | $6,407-83.3% |
| Admin fee / account holder | $39,663 | $14,344+176.5% | $13,129+202.1% | $12,270+223.2% |