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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 | $17,355 | $106,267-83.7% | $96,520-82.0% | $139,456-87.6% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.3%-38.6pp | 80.3%-44.6pp |
| Annual return | 10.03% | 38.45%-28.4pp | 35.72%-25.7pp | 373.45%-363.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,061 | $5,454-80.6% | $4,879-78.3% | $6,711-84.2% |
| Admin fee / account holder | $17,048 | $7,882+116.3% | $6,733+153.2% | $11,407+49.4% |