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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 | $26,528 | $126,519-79.0% | $106,201-75.0% | $145,959-81.8% |
| Participation rate | 41.7% | 77.7%-36.0pp | 75.3%-33.6pp | 80.3%-38.6pp |
| Annual return | 6.33% | 225.10%-218.8pp | 116.26%-109.9pp | 561.95%-555.6pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,307 | $5,716-77.1% | $5,012-73.9% | $6,689-80.5% |
| Admin fee / account holder | $20,872 | $17,312+20.6% | $11,039+89.1% | $13,398+55.8% |