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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 | $20,411 | $110,379-81.5% | $102,412-80.1% | $145,884-86.0% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 7.41% | 24.84%-17.4pp | 24.94%-17.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $997 | $5,622-82.3% | $5,060-80.3% | $6,690-85.1% |
| Admin fee / account holder | $7,265 | $9,745-25.4% | $8,388-13.4% | $13,392-45.7% |