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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 | $28,780 | $92,798-69.0% | $96,707-70.2% | $137,256-79.0% |
| Participation rate | 33.3% | 81.6%-48.3pp | 80.4%-47.0pp | 80.0%-46.6pp |
| Annual return | 11.89% | 31.24%-19.4pp | 34.78%-22.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,189 | $5,877-79.8% | $5,997-80.2% | $6,407-81.4% |
| Admin fee / account holder | $2,071 | $7,946-73.9% | $7,503-72.4% | $12,270-83.1% |