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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 | $30,752 | $172,111-82.1% | $150,298-79.5% | $137,256-77.6% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 0.68% | 69.37%-68.7pp | 62.79%-62.1pp | 220.34%-219.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,550 | $6,166-74.9% | $5,453-71.6% | $6,407-75.8% |
| Admin fee / account holder | $19,718 | $16,471+19.7% | $14,116+39.7% | $12,270+60.7% |