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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 | $35,428 | $108,897-67.5% | $100,378-64.7% | $145,877-75.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 4.56% | 58.17%-53.6pp | 49.41%-44.9pp | 551.28%-546.7pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,183 | $8,455-86.0% | $8,087-85.4% | $6,691-82.3% |
| Admin fee / account holder | $5,036 | $9,690-48.0% | $7,899-36.2% | $13,402-62.4% |