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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 | $23,351 | $172,111-86.4% | $150,298-84.5% | $137,256-83.0% |
| Participation rate | 9.1% | 81.7%-72.6pp | 77.8%-68.7pp | 80.0%-70.9pp |
| Annual return | 8.13% | 69.37%-61.2pp | 62.79%-54.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $136 | $6,166-97.8% | $5,453-97.5% | $6,407-97.9% |
| Admin fee / account holder | $22,240 | $16,471+35.0% | $14,116+57.6% | $12,270+81.3% |