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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 | $16,130 | $115,225-86.0% | $100,712-84.0% | $138,895-88.4% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.3%-9.3pp | 79.9%-19.9pp |
| Annual return | 8.10% | 40.35%-32.2pp | 33.27%-25.2pp | 145.39%-137.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $763 | $4,699-83.8% | $4,085-81.3% | $6,396-88.1% |
| Admin fee / account holder | $11,021 | $10,844+1.6% | $9,256+19.1% | $12,562-12.3% |