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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 | $70,366-69.4% | $66,674-67.8% | $138,895-84.5% |
| Participation rate | 21.4% | 76.2%-54.7pp | 73.7%-52.2pp | 79.9%-58.5pp |
| Annual return | 11.32% | 386.41%-375.1pp | 321.24%-309.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $155 | $4,374-96.5% | $4,084-96.2% | $6,396-97.6% |
| Admin fee / account holder | $5,300 | $5,262+0.7% | $5,098+4.0% | $12,562-57.8% |