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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 | $108,922-73.2% | $100,398-70.9% | $145,978-80.0% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 8.66% | 58.04%-49.4pp | 49.32%-40.7pp | 550.52%-541.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,141 | $8,450-86.5% | $8,084-85.9% | $6,690-82.9% |
| Admin fee / account holder | $3,114 | $9,680-67.8% | $7,893-60.6% | $13,400-76.8% |