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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 | $21,614 | $110,240-80.4% | $96,544-77.6% | $139,487-84.5% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.7pp | 80.3%-22.0pp |
| Annual return | 8.88% | 26.41%-17.5pp | 25.88%-17.0pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $925 | $5,549-83.3% | $4,851-80.9% | $6,713-86.2% |
| Admin fee / account holder | $12,051 | $11,602+3.9% | $8,254+46.0% | $11,407+5.6% |