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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 | $18,649 | $108,882-82.9% | $96,754-80.7% | $154,746-87.9% |
| Participation rate | 30.8% | 75.1%-44.3pp | 70.3%-39.5pp | 80.7%-49.9pp |
| Annual return | 8.18% | 98.39%-90.2pp | 82.04%-73.9pp | 172.34%-164.2pp |
| Employer contribution / active EE | $412 | $3,018-86.3% | $2,679-84.6% | $4,379-90.6% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,568 | $10,200-84.6% | $8,905-82.4% | $14,365-89.1% |