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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 | $30,843 | $174,379-82.3% | $152,093-79.7% | $138,895-77.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 7.13% | 74.86%-67.7pp | 66.36%-59.2pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $616 | $6,159-90.0% | $5,451-88.7% | $6,396-90.4% |
| Admin fee / account holder | $21,083 | $16,880+24.9% | $14,497+45.4% | $12,562+67.8% |