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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 | $17,413 | $108,911-84.0% | $100,392-82.7% | $145,884-88.1% |
| Participation rate | 53.3% | 83.0%-29.6pp | 81.5%-28.2pp | 80.3%-27.0pp |
| Annual return | 8.89% | 58.23%-49.3pp | 49.45%-40.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,479 | $8,459-82.5% | $8,090-81.7% | $6,690-77.9% |
| Admin fee / account holder | $922 | $9,698-90.5% | $7,904-88.3% | $13,392-93.1% |