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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 | $15,889 | $107,363-85.2% | $92,909-82.9% | $152,897-89.6% |
| Participation rate | 18.8% | 79.8%-61.0pp | 76.0%-57.3pp | 82.5%-63.7pp |
| Annual return | 5.07% | 145.63%-140.6pp | 109.44%-104.4pp | 345.43%-340.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $755 | $4,848-84.4% | $4,238-82.2% | $5,851-87.1% |
| Admin fee / account holder | $7,275 | $7,082+2.7% | $5,795+25.5% | $11,599-37.3% |