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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 | $25,498 | $166,131-84.7% | $164,975-84.5% | $145,877-82.5% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 6.24% | 100.37%-94.1pp | 70.12%-63.9pp | 551.28%-545.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,715 | $6,962-75.4% | $6,033-71.6% | $6,691-74.4% |
| Admin fee / account holder | $15,522 | $16,648-6.8% | $12,688+22.3% | $13,402+15.8% |