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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 | $19,170 | $124,980-84.7% | $108,359-82.3% | $154,746-87.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 5.92% | 45.00%-39.1pp | 36.89%-31.0pp | 172.34%-166.4pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $561 | $4,743-88.2% | $4,137-86.4% | $6,730-91.7% |
| Admin fee / account holder | $8,560 | $11,502-25.6% | $9,741-12.1% | $14,365-40.4% |