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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 | $25,776 | $111,814-76.9% | $103,374-75.1% | $145,959-82.3% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 8.81% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,136 | $5,618-79.8% | $5,058-77.5% | $6,689-83.0% |
| Admin fee / account holder | $708 | $9,754-92.7% | $8,394-91.6% | $13,398-94.7% |