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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 | $11,503 | $110,410-89.6% | $102,437-88.8% | $145,897-92.1% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.5%-64.5pp | 80.3%-70.3pp |
| Annual return | 6.30% | 24.85%-18.5pp | 24.95%-18.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $130 | $5,622-97.7% | $5,060-97.4% | $6,689-98.1% |
| Admin fee / account holder | $10,190 | $9,745+4.6% | $8,388+21.5% | $13,390-23.9% |