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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 | $43,708 | $144,130-69.7% | $117,860-62.9% | $147,585-70.4% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.7%-23.4pp | 82.8%-26.6pp |
| Annual return | 8.32% | 531.20%-522.9pp | 335.10%-326.8pp | 578.58%-570.3pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $354 | $5,316-93.3% | $4,482-92.1% | $5,439-93.5% |
| Admin fee / account holder | $4,389 | $10,887-59.7% | $8,021-45.3% | $10,886-59.7% |