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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 | $19,555 | $183,592-89.3% | $155,567-87.4% | $145,959-86.6% |
| Participation rate | 26.1% | 82.7%-56.6pp | 78.2%-52.1pp | 80.3%-54.2pp |
| Annual return | 3.84% | 61.24%-57.4pp | 64.74%-60.9pp | 561.95%-558.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $17 | $6,464-99.7% | $5,628-99.7% | $6,689-99.7% |
| Admin fee / account holder | $11,492 | $19,318-40.5% | $15,916-27.8% | $13,398-14.2% |