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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 | $30,338 | $176,786-82.8% | $146,643-79.3% | $167,536-81.9% |
| Participation rate | 41.7% | 83.6%-42.0pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 8.41% | 24.04%-15.6pp | 22.75%-14.3pp | 478.82%-470.4pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $917 | $6,440-85.8% | $5,506-83.4% | $6,342-85.5% |
| Admin fee / account holder | $29,295 | $13,262+120.9% | $10,280+185.0% | $12,315+137.9% |