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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 | $36,079 | $185,312-80.5% | $161,489-77.7% | $154,746-76.7% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.7%-62.0pp | 80.7%-64.0pp |
| Annual return | 0.86% | 103.84%-103.0pp | 89.72%-88.9pp | 172.34%-171.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $938 | $6,350-85.2% | $5,630-83.3% | $6,730-86.1% |
| Admin fee / account holder | $38,944 | $18,654+108.8% | $16,006+143.3% | $14,365+171.1% |