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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 | $23,712 | $178,174-86.7% | $156,181-84.8% | $137,256-82.7% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.8%-33.8pp | 80.0%-35.0pp |
| Annual return | 9.62% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,146 | $6,888-83.4% | $6,132-81.3% | $6,407-82.1% |
| Admin fee / account holder | $14,501 | $17,404-16.7% | $14,586-0.6% | $12,270+18.2% |