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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 | $20,082 | $183,627-89.1% | $155,602-87.1% | $145,978-86.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 7.04% | 61.32%-54.3pp | 64.81%-57.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $989 | $6,466-84.7% | $5,629-82.4% | $6,690-85.2% |
| Admin fee / account holder | $24,748 | $19,327+28.0% | $15,923+55.4% | $13,400+84.7% |