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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 | $21,151 | $99,345-78.7% | $84,753-75.0% | $273,972-92.3% |
| Participation rate | 30.4% | 80.7%-50.3pp | 76.6%-46.2pp | 83.0%-52.6pp |
| Annual return | 0.91% | 22.93%-22.0pp | 22.78%-21.9pp | 41.46%-40.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $400 | $4,270-90.6% | $3,712-89.2% | $5,287-92.4% |
| Admin fee / account holder | $3,792 | $6,645-42.9% | $5,333-28.9% | $10,133-62.6% |