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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 | $29,625 | $117,895-74.9% | $102,460-71.1% | $145,897-79.7% |
| Participation rate | 46.7% | 78.6%-32.0pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 8.31% | 31.92%-23.6pp | 29.47%-21.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $276 | $5,736-95.2% | $5,056-94.5% | $6,689-95.9% |
| Admin fee / account holder | $14,239 | $13,353+6.6% | $9,460+50.5% | $13,390+6.3% |