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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 | $18,719 | $111,535-83.2% | $105,223-82.2% | $137,256-86.4% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 6.70% | 237.85%-231.2pp | 180.65%-173.9pp | 220.34%-213.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $44 | $5,500-99.2% | $5,072-99.1% | $6,407-99.3% |
| Admin fee / account holder | $9,537 | $9,721-1.9% | $8,859+7.7% | $12,270-22.3% |