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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 | $19,156 | $160,040-88.0% | $147,096-87.0% | $145,877-86.9% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 4.28% | 98.49%-94.2pp | 419.75%-415.5pp | 551.28%-547.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,919 | $8,429-77.2% | $8,071-76.2% | $6,691-71.3% |
| Admin fee / account holder | $7,883 | $15,050-47.6% | $13,005-39.4% | $13,402-41.2% |