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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 | $108,942-67.5% | $100,415-64.7% | $145,897-75.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 4.56% | 58.27%-53.7pp | 49.47%-44.9pp | 552.29%-547.7pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,183 | $8,461-86.0% | $8,091-85.4% | $6,689-82.3% |
| Admin fee / account holder | $5,036 | $9,702-48.1% | $7,906-36.3% | $13,390-62.4% |