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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 | $26,799 | $135,954-80.3% | $123,893-78.4% | $273,968-90.2% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 1.97% | 56.63%-54.7pp | 47.52%-45.5pp | 41.45%-39.5pp |
| Employer contribution / active EE | $4,125 | $5,170-20.2% | $4,617-10.7% | $4,869-15.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,073 | $9,817-68.7% | $8,357-63.2% | $10,132-69.7% |