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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 | $27,993 | $125,190-77.6% | $105,624-73.5% | $145,897-80.8% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 3.29% | 225.22%-221.9pp | 116.20%-112.9pp | 552.29%-549.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,070 | $5,716-81.3% | $5,013-78.7% | $6,689-84.0% |
| Admin fee / account holder | $7,153 | $17,138-58.3% | $10,961-34.7% | $13,390-46.6% |