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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 | $27,288 | $84,953-67.9% | $163,379-83.3% | $82,637-67.0% |
| Participation rate | 9.4% | 65.9%-56.6pp | 76.8%-67.4pp | 68.1%-58.7pp |
| Annual return | 8.52% | 23.07%-14.6pp | 63.41%-54.9pp | 53.51%-45.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,086 | $4,326-74.9% | $6,282-82.7% | $4,126-73.7% |
| Admin fee / account holder | $54,938 | $7,921+593.6% | $9,818+459.6% | $7,339+648.6% |