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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 | $33,932 | $212,386-84.0% | $199,883-83.0% | $138,895-75.6% |
| Participation rate | 23.1% | 87.4%-64.3pp | 86.8%-63.7pp | 79.9%-56.8pp |
| Annual return | 8.02% | 47.75%-39.7pp | 43.81%-35.8pp | 145.39%-137.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $498 | $9,617-94.8% | $9,138-94.5% | $6,396-92.2% |
| Admin fee / account holder | $14,680 | $18,233-19.5% | $17,268-15.0% | $12,562+16.9% |