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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 | $29,943 | $111,535-73.2% | $105,223-71.5% | $137,256-78.2% |
| Participation rate | 12.5% | 78.1%-65.6pp | 75.0%-62.5pp | 80.0%-67.5pp |
| Annual return | 9.87% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $669 | $5,500-87.8% | $5,072-86.8% | $6,407-89.6% |
| Admin fee / account holder | $30,371 | $9,721+212.4% | $8,859+242.8% | $12,270+147.5% |