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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 | $22,205 | $125,190-82.3% | $105,624-79.0% | $145,897-84.8% |
| Participation rate | 29.4% | 77.6%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 6.78% | 225.22%-218.4pp | 116.20%-109.4pp | 552.29%-545.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,095 | $5,716-80.8% | $5,013-78.2% | $6,689-83.6% |
| Admin fee / account holder | $10,826 | $17,138-36.8% | $10,961-1.2% | $13,390-19.2% |