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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 | $42,634 | $127,790-66.6% | $106,554-60.0% | $167,553-74.6% |
| Participation rate | 37.5% | 78.3%-40.8pp | 76.1%-38.6pp | 82.1%-44.6pp |
| Annual return | 4.70% | 33.88%-29.2pp | 26.80%-22.1pp | 478.89%-474.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $543 | $5,088-89.3% | $4,398-87.6% | $6,343-91.4% |
| Admin fee / account holder | $12,282 | $11,231+9.4% | $7,408+65.8% | $12,316-0.3% |