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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 | $16,793 | $183,539-90.9% | $155,556-89.2% | $145,897-88.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 2.80% | 61.31%-58.5pp | 64.84%-62.0pp | 552.29%-549.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $231 | $6,467-96.4% | $5,631-95.9% | $6,689-96.5% |
| Admin fee / account holder | $225,998 | $19,275+1072.5% | $15,885+1322.7% | $13,390+1587.8% |