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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 | $28,031 | $105,145-73.3% | $94,664-70.4% | $139,466-79.9% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 8.64% | 38.09%-29.4pp | 156.84%-148.2pp | 373.66%-365.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $108 | $7,599-98.6% | $7,417-98.5% | $6,712-98.4% |
| Admin fee / account holder | $316 | $8,972-96.5% | $7,222-95.6% | $11,409-97.2% |