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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 | $21,794 | $154,228-85.9% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 80.0%-61.8pp |
| Annual return | 11.25% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,086 | $8,216-86.8% | $7,897-86.3% | $6,407-83.1% |
| Admin fee / account holder | $11,726 | $14,344-18.2% | $13,129-10.7% | $12,270-4.4% |