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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 | $26,918 | $104,937-74.3% | $84,628-68.2% | $152,897-82.4% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 5.76% | 373.88%-368.1pp | 258.80%-253.0pp | 345.43%-339.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $503 | $4,690-89.3% | $3,900-87.1% | $5,851-91.4% |
| Admin fee / account holder | $6,762 | $6,243+8.3% | $4,914+37.6% | $11,599-41.7% |