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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 | $19,219 | $89,698-78.6% | $103,464-81.4% | $80,874-76.2% |
| Participation rate | 59.0% | 76.0%-16.9pp | 80.5%-21.5pp | 67.6%-8.6pp |
| Annual return | 8.29% | 22.78%-14.5pp | 23.91%-15.6pp | 35.62%-27.3pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,677-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,384 | $5,456-74.6% | $6,624-79.1% | $4,297-67.8% |
| Admin fee / account holder | $2,345 | $6,768-65.3% | $9,410-75.1% | $6,935-66.2% |