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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 | $148,558-80.6% | $135,925-78.8% | $139,427-79.3% |
| Participation rate | 20.0% | 83.9%-63.9pp | 81.9%-61.9pp | 80.3%-60.3pp |
| Annual return | 11.98% | 79.22%-67.2pp | 68.25%-56.3pp | 373.27%-361.3pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,857-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $480 | $8,101-94.1% | $7,759-93.8% | $6,711-92.8% |
| Admin fee / account holder | $14,478 | $12,401+16.7% | $10,764+34.5% | $11,404+27.0% |