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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 | $22,996 | $100,970-77.2% | $96,576-76.2% | $137,256-83.2% |
| Participation rate | 46.2% | 82.6%-36.5pp | 81.4%-35.3pp | 80.0%-33.8pp |
| Annual return | 12.11% | 38.16%-26.0pp | 38.47%-26.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $574 | $8,286-93.1% | $7,956-92.8% | $6,407-91.0% |
| Admin fee / account holder | $4,219 | $11,312-62.7% | $11,381-62.9% | $12,270-65.6% |