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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 | $18,150 | $103,038-82.4% | $90,324-79.9% | $152,909-88.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 0.76% | 95.25%-94.5pp | 78.15%-77.4pp | 345.46%-344.7pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $386 | $4,282-91.0% | $3,885-90.1% | $5,851-93.4% |
| Admin fee / account holder | $3,872 | $6,177-37.3% | $5,356-27.7% | $11,601-66.6% |