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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 | $123,155-84.4% | $108,753-82.4% | $155,188-87.6% |
| Participation rate | 40.0% | 75.6%-35.6pp | 71.1%-31.1pp | 80.8%-40.8pp |
| Annual return | 5.92% | 44.73%-38.8pp | 37.47%-31.5pp | 148.84%-142.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $561 | $4,623-87.9% | $4,115-86.4% | $6,531-91.4% |
| Admin fee / account holder | $8,560 | $12,126-29.4% | $10,320-17.1% | $14,480-40.9% |