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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 | $181,062-84.7% | $158,223-82.5% | $155,188-82.2% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 8.34% | 57.39%-49.0pp | 52.09%-43.7pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $354 | $6,134-94.2% | $5,467-93.5% | $6,531-94.6% |
| Admin fee / account holder | $614 | $18,825-96.7% | $16,047-96.2% | $14,480-95.8% |