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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 | $34,889 | $148,629-76.5% | $135,982-74.3% | $139,487-75.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 8.82% | 79.33%-70.5pp | 68.32%-59.5pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,964 | $8,102-75.8% | $7,760-74.7% | $6,713-70.7% |
| Admin fee / account holder | $3,190 | $12,406-74.3% | $10,767-70.4% | $11,407-72.0% |