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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 | $19,413 | $102,595-81.1% | $94,057-79.4% | $154,746-87.5% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 7.18% | 583.42%-576.2pp | 480.62%-473.4pp | 172.34%-165.2pp |
| Employer contribution / active EE | $517 | $3,147-83.6% | $2,933-82.4% | $4,379-88.2% |
| Participant deferral / active EE | $731 | $5,118-85.7% | $4,709-84.5% | $6,730-89.1% |
| Admin fee / account holder | $6,677 | $7,736-13.7% | $7,244-7.8% | $14,365-53.5% |