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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 | $166,089-81.5% | $164,928-81.4% | $145,978-79.0% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 8.16% | 100.26%-92.1pp | 70.08%-61.9pp | 550.52%-542.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $650 | $6,961-90.7% | $6,034-89.2% | $6,690-90.3% |
| Admin fee / account holder | $7,188 | $16,641-56.8% | $12,684-43.3% | $13,400-46.4% |