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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 | $28,901 | $129,737-77.7% | $119,126-75.7% | $154,746-81.3% |
| Participation rate | 18.8% | 78.9%-60.1pp | 75.8%-57.0pp | 80.7%-62.0pp |
| Annual return | 5.92% | 379.08%-373.2pp | 282.11%-276.2pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $584 | $5,842-90.0% | $5,318-89.0% | $6,730-91.3% |
| Admin fee / account holder | $16,252 | $11,961+35.9% | $10,693+52.0% | $14,365+13.1% |