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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 | $17,848 | $154,228-88.4% | $145,433-87.7% | $137,256-87.0% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 4.96% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $623 | $8,216-92.4% | $7,897-92.1% | $6,407-90.3% |
| Admin fee / account holder | $1,704 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |