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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 | $29,235 | $108,897-73.2% | $100,378-70.9% | $145,877-80.0% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 8.66% | 58.17%-49.5pp | 49.41%-40.8pp | 551.28%-542.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,141 | $8,455-86.5% | $8,087-85.9% | $6,691-82.9% |
| Admin fee / account holder | $3,114 | $9,690-67.9% | $7,899-60.6% | $13,402-76.8% |