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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 | $28,741 | $107,353-73.2% | $92,903-69.1% | $152,885-81.2% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 12.00% | 145.62%-133.6pp | 109.43%-97.4pp | 345.39%-333.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $390 | $4,848-92.0% | $4,238-90.8% | $5,851-93.3% |
| Admin fee / account holder | $4,076 | $7,081-42.4% | $5,795-29.7% | $11,598-64.9% |