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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 | $23,963 | $111,814-78.6% | $103,378-76.8% | $145,978-83.6% |
| Participation rate | 13.0% | 77.9%-64.9pp | 74.5%-61.5pp | 80.3%-67.2pp |
| Annual return | 6.83% | 24.80%-18.0pp | 24.91%-18.1pp | 550.52%-543.7pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $518 | $5,618-90.8% | $5,058-89.8% | $6,690-92.3% |
| Admin fee / account holder | $18,835 | $9,764+92.9% | $8,401+124.2% | $13,400+40.6% |