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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 | $25,095 | $183,592-86.3% | $155,574-83.9% | $145,877-82.8% |
| Participation rate | 22.2% | 82.7%-60.5pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 7.27% | 61.37%-54.1pp | 64.87%-57.6pp | 551.28%-544.0pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $907 | $6,466-86.0% | $5,629-83.9% | $6,691-86.4% |
| Admin fee / account holder | $6,161 | $19,316-68.1% | $15,914-61.3% | $13,402-54.0% |