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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 | $42,857 | $90,400-52.6% | $186,193-77.0% | $87,485-51.0% |
| Participation rate | 16.1% | 66.2%-50.1pp | 77.1%-61.0pp | 68.9%-52.8pp |
| Annual return | 10.16% | 22.15%-12.0pp | 78.03%-67.9pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,000 | $4,330-76.9% | $6,513-84.7% | $4,274-76.6% |
| Admin fee / account holder | $3,424 | $8,673-60.5% | $11,058-69.0% | $7,775-56.0% |