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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 | $27,225 | $228,395-88.1% | $185,861-85.4% | $158,982-82.9% |
| Participation rate | 25.0% | 82.3%-57.3pp | 78.0%-53.0pp | 82.0%-57.0pp |
| Annual return | -0.10% | 40.82%-40.9pp | 35.96%-36.1pp | 302.99%-303.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $493 | $6,417-92.3% | $5,634-91.2% | $5,983-91.8% |
| Admin fee / account holder | $12,500 | $11,869+5.3% | $9,503+31.5% | $11,252+11.1% |