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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 | $18,575 | $58,234-68.1% | $81,783-77.3% | $80,874-77.0% |
| Participation rate | 10.7% | 63.4%-52.7pp | 72.4%-61.6pp | 67.6%-56.9pp |
| Annual return | 10.29% | 41.70%-31.4pp | 775.05%-764.8pp | 35.62%-25.3pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $705 | $3,283-78.5% | $4,320-83.7% | $4,297-83.6% |
| Admin fee / account holder | $9,012 | $4,982+80.9% | $7,380+22.1% | $6,935+29.9% |