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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 | $13,906 | $100,970-86.2% | $96,576-85.6% | $137,256-89.9% |
| Participation rate | 29.4% | 82.6%-53.2pp | 81.4%-52.0pp | 80.0%-50.5pp |
| Annual return | 10.97% | 38.16%-27.2pp | 38.47%-27.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $72 | $8,286-99.1% | $7,956-99.1% | $6,407-98.9% |
| Admin fee / account holder | $7,022 | $11,312-37.9% | $11,381-38.3% | $12,270-42.8% |