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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 | $19,831 | $156,398-87.3% | $147,318-86.5% | $138,895-85.7% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 10.57% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,801 | $8,237-78.1% | $7,906-77.2% | $6,396-71.8% |
| Admin fee / account holder | $8,870 | $14,976-40.8% | $13,708-35.3% | $12,562-29.4% |