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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 | $25,984 | $90,530-71.3% | $76,030-65.8% | $145,897-82.2% |
| Participation rate | 11.8% | 74.4%-62.7pp | 69.1%-57.3pp | 80.3%-68.5pp |
| Annual return | 6.57% | 625.08%-618.5pp | 361.54%-355.0pp | 552.29%-545.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $394 | $5,164-92.4% | $4,257-90.7% | $6,689-94.1% |
| Admin fee / account holder | $23,001 | $8,383+174.4% | $6,421+258.2% | $13,390+71.8% |