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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 | $40,544 | $111,814-63.7% | $103,374-60.8% | $145,959-72.2% |
| Participation rate | 22.7% | 77.9%-55.2pp | 74.5%-51.8pp | 80.3%-57.6pp |
| Annual return | 7.62% | 24.77%-17.1pp | 24.89%-17.3pp | 561.95%-554.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $210 | $5,618-96.3% | $5,058-95.9% | $6,689-96.9% |
| Admin fee / account holder | $14,096 | $9,754+44.5% | $8,394+67.9% | $13,398+5.2% |