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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 | $25,915 | $111,830-76.8% | $93,696-72.3% | $145,884-82.2% |
| Participation rate | 12.5% | 74.2%-61.7pp | 68.7%-56.2pp | 80.3%-67.8pp |
| Annual return | 4.01% | 204.08%-200.1pp | 133.74%-129.7pp | 551.85%-547.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $437 | $4,920-91.1% | $4,417-90.1% | $6,690-93.5% |
| Admin fee / account holder | $920 | $10,249-91.0% | $8,287-88.9% | $13,392-93.1% |