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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 | $111,814-89.7% | $103,378-88.9% | $145,978-92.1% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.5%-64.5pp | 80.3%-70.3pp |
| Annual return | 6.30% | 24.80%-18.5pp | 24.91%-18.6pp | 550.52%-544.2pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $130 | $5,618-97.7% | $5,058-97.4% | $6,690-98.1% |
| Admin fee / account holder | $10,190 | $9,764+4.4% | $8,401+21.3% | $13,400-24.0% |