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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 | $28,712 | $139,948-79.5% | $121,663-76.4% | $154,746-81.4% |
| Participation rate | 31.8% | 78.0%-46.2pp | 74.5%-42.7pp | 80.7%-48.9pp |
| Annual return | 7.23% | 230.52%-223.3pp | 147.54%-140.3pp | 172.34%-165.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $386 | $5,629-93.1% | $4,887-92.1% | $6,730-94.3% |
| Admin fee / account holder | $26,107 | $17,321+50.7% | $14,289+82.7% | $14,365+81.7% |