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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 | $27,874 | $110,410-74.8% | $102,437-72.8% | $145,897-80.9% |
| Participation rate | 63.2% | 77.9%-14.8pp | 74.5%-11.4pp | 80.3%-17.1pp |
| Annual return | 7.71% | 24.85%-17.1pp | 24.95%-17.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $530 | $5,622-90.6% | $5,060-89.5% | $6,689-92.1% |
| Admin fee / account holder | $2,691 | $9,745-72.4% | $8,388-67.9% | $13,390-79.9% |