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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 | $27,648 | $185,312-85.1% | $161,489-82.9% | $154,746-82.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 8.34% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $354 | $6,350-94.4% | $5,630-93.7% | $6,730-94.7% |
| Admin fee / account holder | $614 | $18,654-96.7% | $16,006-96.2% | $14,365-95.7% |