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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 | $33,003 | $90,530-63.5% | $76,030-56.6% | $145,897-77.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 7.12% | 625.08%-618.0pp | 361.54%-354.4pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $591 | $5,164-88.6% | $4,257-86.1% | $6,689-91.2% |
| Admin fee / account holder | $2,717 | $8,383-67.6% | $6,421-57.7% | $13,390-79.7% |