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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 | $111,814-81.7% | $103,378-80.3% | $145,978-86.0% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 7.41% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.1pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $997 | $5,618-82.3% | $5,058-80.3% | $6,690-85.1% |
| Admin fee / account holder | $7,265 | $9,764-25.6% | $8,401-13.5% | $13,400-45.8% |