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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 | $29,879 | $73,955-59.6% | $96,520-69.0% | $75,181-60.3% |
| Participation rate | 13.3% | 66.4%-53.2pp | 74.3%-61.1pp | 67.2%-53.9pp |
| Annual return | 12.22% | 26.72%-14.5pp | 35.72%-23.5pp | 160.69%-148.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $833 | $3,659-77.2% | $4,879-82.9% | $4,126-79.8% |
| Admin fee / account holder | $6,733 | $5,217+29.1% | $6,7330% | $5,650+19.2% |