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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 | $29,332 | $63,433-53.8% | $63,803-54.0% | $64,097-54.2% |
| Participation rate | 12.9% | 65.0%-52.1pp | 72.7%-59.8pp | 55.2%-42.3pp |
| Annual return | 7.28% | 20.74%-13.5pp | 543.72%-536.4pp | 34.64%-27.4pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $627 | $3,119-79.9% | $3,843-83.7% | $3,080-79.6% |
| Admin fee / account holder | $645 | $1,489-56.7% | $5,196-87.6% | $3,454-81.3% |