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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 | $11,464 | $106,974-89.3% | $90,796-87.4% | $138,895-91.7% |
| Participation rate | 25.0% | 74.9%-49.9pp | 69.5%-44.5pp | 79.9%-54.9pp |
| Annual return | 4.69% | 20.10%-15.4pp | 19.29%-14.6pp | 145.39%-140.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $231 | $4,455-94.8% | $3,822-94.0% | $6,396-96.4% |
| Admin fee / account holder | $1,269 | $8,626-85.3% | $7,024-81.9% | $12,562-89.9% |