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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 | $32,532 | $154,228-78.9% | $145,433-77.6% | $137,256-76.3% |
| Participation rate | 35.3% | 83.8%-48.5pp | 82.1%-46.8pp | 80.0%-44.7pp |
| Annual return | 9.63% | 74.59%-65.0pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $499 | $8,216-93.9% | $7,897-93.7% | $6,407-92.2% |
| Admin fee / account holder | $653 | $14,344-95.4% | $13,129-95.0% | $12,270-94.7% |