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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 | $22,590 | $135,956-83.4% | $123,894-81.8% | $273,972-91.8% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 1.71% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $675 | $6,343-89.4% | $5,984-88.7% | $5,287-87.2% |
| Admin fee / account holder | $2,854 | $9,817-70.9% | $8,357-65.8% | $10,133-71.8% |