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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 | $23,664 | $174,379-86.4% | $152,093-84.4% | $138,895-83.0% |
| Participation rate | 30.0% | 81.6%-51.6pp | 77.8%-47.8pp | 79.9%-49.9pp |
| Annual return | 7.72% | 74.86%-67.1pp | 66.36%-58.6pp | 145.39%-137.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,420 | $6,159-76.9% | $5,451-73.9% | $6,396-77.8% |
| Admin fee / account holder | $35,720 | $16,880+111.6% | $14,497+146.4% | $12,562+184.3% |