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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 | $21,500 | $72,071-70.2% | $68,368-68.6% | $137,256-84.3% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 11.32% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $155 | $4,410-96.5% | $4,123-96.2% | $6,407-97.6% |
| Admin fee / account holder | $5,300 | $5,336-0.7% | $5,150+2.9% | $12,270-56.8% |