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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 | $125,184-82.3% | $105,607-79.0% | $145,884-84.8% |
| Participation rate | 29.4% | 77.6%-48.2pp | 75.3%-45.9pp | 80.3%-50.9pp |
| Annual return | 6.78% | 225.00%-218.2pp | 116.11%-109.3pp | 551.85%-545.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,095 | $5,714-80.8% | $5,011-78.2% | $6,690-83.6% |
| Admin fee / account holder | $10,826 | $17,133-36.8% | $10,958-1.2% | $13,392-19.2% |