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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 | $16,472 | $182,442-91.0% | $163,379-89.9% | $138,895-88.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 7.14% | 72.74%-65.6pp | 63.41%-56.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $659 | $6,817-90.3% | $6,282-89.5% | $6,396-89.7% |
| Admin fee / account holder | $26,550 | $10,396+155.4% | $9,818+170.4% | $12,562+111.3% |