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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 | $31,466 | $72,071-56.3% | $68,368-54.0% | $137,256-77.1% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 8.26% | 353.14%-344.9pp | 292.57%-284.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $192 | $4,410-95.6% | $4,123-95.3% | $6,407-97.0% |
| Admin fee / account holder | $755 | $5,336-85.9% | $5,150-85.3% | $12,270-93.8% |