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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 | $19,013 | $102,609-81.5% | $98,090-80.6% | $138,895-86.3% |
| Participation rate | 22.7% | 82.8%-60.1pp | 81.5%-58.8pp | 79.9%-57.2pp |
| Annual return | 8.06% | 36.44%-28.4pp | 37.05%-29.0pp | 145.39%-137.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $953 | $8,167-88.3% | $7,845-87.9% | $6,396-85.1% |
| Admin fee / account holder | $50,467 | $11,434+341.4% | $11,815+327.1% | $12,562+301.7% |