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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 | $36,328 | $129,737-72.0% | $119,126-69.5% | $154,746-76.5% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 9.31% | 379.08%-369.8pp | 282.11%-272.8pp | 172.34%-163.0pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,673 | $5,842-71.4% | $5,318-68.5% | $6,730-75.1% |
| Admin fee / account holder | $31,177 | $11,961+160.7% | $10,693+191.6% | $14,365+117.0% |