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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 | $35,287 | $115,814-69.5% | $101,275-65.2% | $158,982-77.8% |
| Participation rate | 23.8% | 79.4%-55.6pp | 75.8%-52.0pp | 82.0%-58.2pp |
| Annual return | 4.46% | 56.16%-51.7pp | 46.48%-42.0pp | 302.99%-298.5pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,105 | $4,958-77.7% | $4,371-74.7% | $5,983-81.5% |
| Admin fee / account holder | $396 | $7,249-94.5% | $5,948-93.3% | $11,252-96.5% |