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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 | $16,436 | $108,912-84.9% | $100,383-83.6% | $145,959-88.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.36% | 57.96%-48.6pp | 49.26%-39.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,133 | $8,451-86.6% | $8,086-86.0% | $6,689-83.1% |
| Admin fee / account holder | $2,930 | $9,690-69.8% | $7,900-62.9% | $13,398-78.1% |