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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 | $28,841 | $148,629-80.6% | $135,982-78.8% | $139,487-79.3% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 11.98% | 79.33%-67.3pp | 68.32%-56.3pp | 373.84%-361.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $480 | $8,102-94.1% | $7,760-93.8% | $6,713-92.8% |
| Admin fee / account holder | $14,478 | $12,406+16.7% | $10,767+34.5% | $11,407+26.9% |