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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 | $20,004 | $167,352-88.0% | $143,788-86.1% | $134,509-85.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -23.86% | 0.47%-24.3pp | -0.03%-23.8pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $622 | $6,447-90.4% | $5,638-89.0% | $6,400-90.3% |
| Admin fee / account holder | $618 | $18,091-96.6% | $14,675-95.8% | $11,427-94.6% |