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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 | $111,535-74.1% | $105,223-72.5% | $137,256-78.9% |
| Participation rate | 18.8% | 78.1%-59.3pp | 75.0%-56.3pp | 80.0%-61.2pp |
| Annual return | 5.92% | 237.85%-231.9pp | 180.65%-174.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $584 | $5,500-89.4% | $5,072-88.5% | $6,407-90.9% |
| Admin fee / account holder | $16,252 | $9,721+67.2% | $8,859+83.5% | $12,270+32.4% |