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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 | $24,754 | $129,737-80.9% | $119,126-79.2% | $154,746-84.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 8.84% | 379.08%-370.2pp | 282.11%-273.3pp | 172.34%-163.5pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $596 | $5,842-89.8% | $5,318-88.8% | $6,730-91.1% |
| Admin fee / account holder | $950 | $11,961-92.1% | $10,693-91.1% | $14,365-93.4% |