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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 | $27,108 | $176,077-84.6% | $159,455-83.0% | $167,518-83.8% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 7.54% | 331.83%-324.3pp | 263.63%-256.1pp | 478.71%-471.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,024 | $7,751-86.8% | $7,353-86.1% | $6,342-83.9% |
| Admin fee / account holder | $2,925 | $12,556-76.7% | $10,800-72.9% | $12,312-76.2% |