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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 | $38,734 | $124,330-68.8% | $109,173-64.5% | $167,536-76.9% |
| Participation rate | 69.2% | 79.5%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 9.41% | 26.04%-16.6pp | 25.75%-16.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,008 | $5,256-80.8% | $4,654-78.3% | $6,342-84.1% |
| Admin fee / account holder | $369 | $7,974-95.4% | $6,755-94.5% | $12,315-97.0% |