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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 | $183,592-90.9% | $155,574-89.2% | $145,877-88.5% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 2.80% | 61.37%-58.6pp | 64.87%-62.1pp | 551.28%-548.5pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $231 | $6,466-96.4% | $5,629-95.9% | $6,691-96.5% |
| Admin fee / account holder | $225,998 | $19,316+1070.0% | $15,914+1320.1% | $13,402+1586.3% |