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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 | $14,983 | $149,040-89.9% | $120,225-87.5% | $137,256-89.1% |
| Participation rate | 17.6% | 75.4%-57.8pp | 69.6%-51.9pp | 80.0%-62.3pp |
| Annual return | 9.66% | 605.68%-596.0pp | 439.23%-429.6pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $369 | $4,655-92.1% | $3,999-90.8% | $6,407-94.2% |
| Admin fee / account holder | $6,490 | $6,348+2.2% | $5,696+13.9% | $12,270-47.1% |