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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 | $39,189 | $202,463-80.6% | $169,397-76.9% | $139,487-71.9% |
| Participation rate | 26.3% | 81.1%-54.8pp | 77.2%-50.9pp | 80.3%-54.0pp |
| Annual return | 6.04% | 532.64%-526.6pp | 406.23%-400.2pp | 373.84%-367.8pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $914 | $6,941-86.8% | $6,223-85.3% | $6,713-86.4% |
| Admin fee / account holder | $3,877 | $10,726-63.9% | $9,017-57.0% | $11,407-66.0% |