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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 | $28,945 | $176,794-83.6% | $146,647-80.3% | $167,553-82.7% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 5.59% | 24.04%-18.4pp | 22.75%-17.2pp | 478.89%-473.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,117 | $6,440-82.7% | $5,506-79.7% | $6,343-82.4% |
| Admin fee / account holder | $11,388 | $13,262-14.1% | $10,281+10.8% | $12,316-7.5% |