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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 | $37,889 | $105,160-64.0% | $94,679-60.0% | $139,456-72.8% |
| Participation rate | 37.5% | 82.4%-44.9pp | 80.8%-43.3pp | 80.3%-42.8pp |
| Annual return | 7.93% | 38.04%-30.1pp | 156.75%-148.8pp | 373.45%-365.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,261 | $7,599-83.4% | $7,417-83.0% | $6,711-81.2% |
| Admin fee / account holder | $20,646 | $8,988+129.7% | $7,233+185.5% | $11,407+81.0% |