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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 | $33,196 | $175,259-81.1% | $149,723-77.8% | $139,487-76.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 6.43% | 166.82%-160.4pp | 134.50%-128.1pp | 373.84%-367.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $876 | $6,522-86.6% | $5,682-84.6% | $6,713-86.9% |
| Admin fee / account holder | $19,701 | $16,158+21.9% | $13,215+49.1% | $11,407+72.7% |