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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 | $20,409 | $126,661-83.9% | $113,397-82.0% | $138,895-85.3% |
| Participation rate | 15.8% | 79.4%-63.7pp | 76.5%-60.7pp | 79.9%-64.1pp |
| Annual return | -0.67% | 25.05%-25.7pp | 23.20%-23.9pp | 145.39%-146.1pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $916 | $5,693-83.9% | $5,076-82.0% | $6,396-85.7% |
| Admin fee / account holder | $3,090 | $14,549-78.8% | $11,957-74.2% | $12,562-75.4% |