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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 | $19,234 | $115,810-83.4% | $101,271-81.0% | $158,966-87.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 5.53% | 56.15%-50.6pp | 46.48%-40.9pp | 302.95%-297.4pp |
| Employer contribution / active EE | $2,096 | $4,175-49.8% | $3,660-42.7% | $4,762-56.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $452 | $7,248-93.8% | $5,948-92.4% | $11,250-96.0% |