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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 | $14,678 | $124,980-88.3% | $108,359-86.5% | $154,746-90.5% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 7.01% | 45.00%-38.0pp | 36.89%-29.9pp | 172.34%-165.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $76 | $4,743-98.4% | $4,137-98.2% | $6,730-98.9% |
| Admin fee / account holder | $3,893 | $11,502-66.2% | $9,741-60.0% | $14,365-72.9% |