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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 | $20,973 | $124,425-83.1% | $112,040-81.3% | $137,256-84.7% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 7.82% | 24.72%-16.9pp | 24.52%-16.7pp | 220.34%-212.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,211 | $5,718-78.8% | $5,098-76.2% | $6,407-81.1% |
| Admin fee / account holder | $12,155 | $15,207-20.1% | $12,098+0.5% | $12,270-0.9% |