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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 | $31,738 | $208,088-84.7% | $186,193-83.0% | $154,746-79.5% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 6.36% | 89.97%-83.6pp | 78.03%-71.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $925 | $7,078-86.9% | $6,513-85.8% | $6,730-86.3% |
| Admin fee / account holder | $19,236 | $11,698+64.4% | $11,058+74.0% | $14,365+33.9% |