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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 | $30,266 | $155,555-80.5% | $146,866-79.4% | $155,188-80.5% |
| Participation rate | 18.8% | 84.0%-65.2pp | 82.5%-63.8pp | 80.8%-62.1pp |
| Annual return | 5.03% | 115.41%-110.4pp | 102.85%-97.8pp | 148.84%-143.8pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $443 | $8,044-94.5% | $7,759-94.3% | $6,531-93.2% |
| Admin fee / account holder | $8,250 | $14,755-44.1% | $13,620-39.4% | $14,480-43.0% |