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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 | $19,895 | $108,922-81.7% | $100,398-80.2% | $145,978-86.4% |
| Participation rate | 41.2% | 83.0%-41.8pp | 81.5%-40.3pp | 80.3%-39.1pp |
| Annual return | 4.76% | 58.04%-53.3pp | 49.32%-44.6pp | 550.52%-545.8pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $53 | $8,450-99.4% | $8,084-99.3% | $6,690-99.2% |
| Admin fee / account holder | $15,748 | $9,680+62.7% | $7,893+99.5% | $13,400+17.5% |