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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 | $19,776 | $183,592-89.2% | $155,574-87.3% | $145,877-86.4% |
| Participation rate | 30.4% | 82.7%-52.3pp | 78.2%-47.8pp | 80.3%-49.9pp |
| Annual return | 3.42% | 61.37%-58.0pp | 64.87%-61.4pp | 551.28%-547.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,512 | $6,466-76.6% | $5,629-73.1% | $6,691-77.4% |
| Admin fee / account holder | $4,383 | $19,316-77.3% | $15,914-72.5% | $13,402-67.3% |