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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 | $19,495 | $100,073-80.5% | $85,126-77.1% | $145,877-86.6% |
| Participation rate | 15.8% | 74.1%-58.3pp | 67.5%-51.7pp | 80.3%-64.5pp |
| Annual return | 5.72% | 84.11%-78.4pp | 66.63%-60.9pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $647 | $5,294-87.8% | $4,523-85.7% | $6,691-90.3% |
| Admin fee / account holder | $1,102 | $7,261-84.8% | $6,160-82.1% | $13,402-91.8% |