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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 | $30,659 | $166,242-81.6% | $165,071-81.4% | $145,884-79.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 8.16% | 100.44%-92.3pp | 70.17%-62.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $650 | $6,964-90.7% | $6,035-89.2% | $6,690-90.3% |
| Admin fee / account holder | $7,188 | $16,658-56.9% | $12,695-43.4% | $13,392-46.3% |