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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 | $29,962 | $91,198-67.1% | $178,503-83.2% | $79,856-62.5% |
| Participation rate | 17.7% | 69.2%-51.5pp | 81.9%-64.2pp | 69.6%-51.9pp |
| Annual return | 8.04% | 24.20%-16.2pp | 151.12%-143.1pp | 31.71%-23.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $424 | $3,237-86.9% | $5,202-91.9% | $3,741-88.7% |
| Admin fee / account holder | $4,627 | $6,748-31.4% | $13,987-66.9% | $5,306-12.8% |