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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 | $10,605 | $100,147-89.4% | $81,286-87.0% | $145,877-92.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 7.21% | 34.44%-27.2pp | 24.80%-17.6pp | 551.28%-544.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $389 | $4,607-91.6% | $3,883-90.0% | $6,691-94.2% |
| Admin fee / account holder | $1,670 | $8,201-79.6% | $5,764-71.0% | $13,402-87.5% |