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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 | $37,231 | $135,956-72.6% | $123,894-69.9% | $273,972-86.4% |
| Participation rate | 10.0% | 84.1%-74.1pp | 81.4%-71.4pp | 83.0%-73.0pp |
| Annual return | 1.46% | 56.63%-55.2pp | 47.52%-46.1pp | 41.46%-40.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $393 | $6,343-93.8% | $5,984-93.4% | $5,287-92.6% |
| Admin fee / account holder | $4,779 | $9,817-51.3% | $8,357-42.8% | $10,133-52.8% |