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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 | $23,410 | $160,028-85.4% | $147,080-84.1% | $145,884-84.0% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 8.88% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,218 | $8,422-85.5% | $8,066-84.9% | $6,690-81.8% |
| Admin fee / account holder | $23,595 | $15,030+57.0% | $12,989+81.7% | $13,392+76.2% |