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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 | $15,754 | $124,980-87.4% | $108,359-85.5% | $154,746-89.8% |
| Participation rate | 53.3% | 75.2%-21.8pp | 70.1%-16.8pp | 80.7%-27.4pp |
| Annual return | 5.54% | 45.00%-39.5pp | 36.89%-31.4pp | 172.34%-166.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $305 | $4,743-93.6% | $4,137-92.6% | $6,730-95.5% |
| Admin fee / account holder | $11,598 | $11,502+0.8% | $9,741+19.1% | $14,365-19.3% |