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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 | $110,337-63.3% | $102,383-60.4% | $145,877-72.2% |
| Participation rate | 22.7% | 77.9%-55.2pp | 74.5%-51.8pp | 80.3%-57.6pp |
| Annual return | 7.62% | 24.83%-17.2pp | 24.94%-17.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $210 | $5,621-96.3% | $5,060-95.9% | $6,691-96.9% |
| Admin fee / account holder | $14,096 | $9,750+44.6% | $8,391+68.0% | $13,402+5.2% |