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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 | $18,523 | $182,442-89.8% | $163,379-88.7% | $138,895-86.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 8.07% | 72.74%-64.7pp | 63.41%-55.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $782 | $6,817-88.5% | $6,282-87.5% | $6,396-87.8% |
| Admin fee / account holder | $3,562 | $10,396-65.7% | $9,818-63.7% | $12,562-71.6% |