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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 | $38,437 | $211,224-81.8% | $178,505-78.5% | $145,897-73.7% |
| Participation rate | 23.5% | 80.8%-57.3pp | 77.1%-53.6pp | 80.3%-56.8pp |
| Annual return | 7.05% | 30.28%-23.2pp | 27.16%-20.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,226 | $6,966-82.4% | $6,280-80.5% | $6,689-81.7% |
| Admin fee / account holder | $8,770 | $12,109-27.6% | $10,428-15.9% | $13,390-34.5% |