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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 | $102,595-69.3% | $94,057-66.5% | $154,746-79.7% |
| Participation rate | 27.3% | 76.0%-48.7pp | 73.3%-46.1pp | 80.7%-53.4pp |
| Annual return | 8.26% | 583.42%-575.2pp | 480.62%-472.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $192 | $5,118-96.2% | $4,709-95.9% | $6,730-97.1% |
| Admin fee / account holder | $755 | $7,736-90.2% | $7,244-89.6% | $14,365-94.7% |