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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 | $17,938 | $107,353-83.3% | $92,903-80.7% | $152,885-88.3% |
| Participation rate | 23.8% | 79.8%-56.0pp | 76.0%-52.2pp | 82.5%-58.6pp |
| Annual return | 10.65% | 145.62%-135.0pp | 109.43%-98.8pp | 345.39%-334.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $812 | $4,848-83.2% | $4,238-80.8% | $5,851-86.1% |
| Admin fee / account holder | $578 | $7,081-91.8% | $5,795-90.0% | $11,598-95.0% |