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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 | $28,935 | $110,337-73.8% | $102,383-71.7% | $145,877-80.2% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 4.38% | 24.83%-20.5pp | 24.94%-20.6pp | 551.28%-546.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $557 | $5,621-90.1% | $5,060-89.0% | $6,691-91.7% |
| Admin fee / account holder | $22,831 | $9,750+134.2% | $8,391+172.1% | $13,402+70.4% |