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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 | $90,614-63.6% | $76,089-56.6% | $145,877-77.4% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 7.12% | 623.80%-616.7pp | 360.94%-353.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $591 | $5,168-88.6% | $4,259-86.1% | $6,691-91.2% |
| Admin fee / account holder | $2,717 | $8,376-67.6% | $6,418-57.7% | $13,402-79.7% |