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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 | $159,934-88.0% | $147,005-87.0% | $145,959-86.9% |
| Participation rate | 27.8% | 84.0%-56.2pp | 82.2%-54.4pp | 80.3%-52.5pp |
| Annual return | 4.28% | 98.24%-94.0pp | 418.76%-414.5pp | 561.95%-557.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,919 | $8,427-77.2% | $8,070-76.2% | $6,689-71.3% |
| Admin fee / account holder | $7,883 | $15,053-47.6% | $13,006-39.4% | $13,398-41.2% |