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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 | $18,402 | $173,397-89.4% | $135,987-86.5% | $145,978-87.4% |
| Participation rate | 14.3% | 80.4%-66.1pp | 76.4%-62.2pp | 80.3%-66.0pp |
| Annual return | 2.62% | 1165.22%-1162.6pp | 579.77%-577.2pp | 550.52%-547.9pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $927 | $8,710-89.4% | $7,027-86.8% | $6,690-86.1% |
| Admin fee / account holder | $9,686 | $9,663+0.2% | $6,716+44.2% | $13,400-27.7% |