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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 | $126,519-82.4% | $106,201-79.1% | $145,959-84.8% |
| Participation rate | 29.4% | 77.7%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 6.78% | 225.10%-218.3pp | 116.26%-109.5pp | 561.95%-555.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,095 | $5,716-80.8% | $5,012-78.2% | $6,689-83.6% |
| Admin fee / account holder | $10,826 | $17,312-37.5% | $11,039-1.9% | $13,398-19.2% |