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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 | $111,535-77.8% | $105,223-76.5% | $137,256-82.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 8.84% | 237.85%-229.0pp | 180.65%-171.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $596 | $5,500-89.2% | $5,072-88.2% | $6,407-90.7% |
| Admin fee / account holder | $950 | $9,721-90.2% | $8,859-89.3% | $12,270-92.3% |