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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 | $156,398-86.1% | $147,318-85.2% | $138,895-84.3% |
| Participation rate | 18.2% | 83.8%-65.6pp | 82.1%-63.9pp | 79.9%-61.7pp |
| Annual return | 11.25% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,086 | $8,237-86.8% | $7,906-86.3% | $6,396-83.0% |
| Admin fee / account holder | $11,726 | $14,976-21.7% | $13,708-14.5% | $12,562-6.7% |