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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 | $20,148 | $124,425-83.8% | $112,040-82.0% | $137,256-85.3% |
| Participation rate | 4.5% | 79.3%-74.8pp | 76.5%-71.9pp | 80.0%-75.4pp |
| Annual return | 8.99% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $643 | $5,718-88.8% | $5,098-87.4% | $6,407-90.0% |
| Admin fee / account holder | $36,418 | $15,207+139.5% | $12,098+201.0% | $12,270+196.8% |