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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 | $21,364 | $85,171-74.9% | $172,753-87.6% | $72,976-70.7% |
| Participation rate | 12.7% | 70.1%-57.4pp | 82.6%-70.0pp | 69.5%-56.8pp |
| Annual return | 1.38% | 27.32%-25.9pp | 803.00%-801.6pp | 81.02%-79.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $262 | $3,260-92.0% | $5,198-95.0% | $3,608-92.7% |
| Admin fee / account holder | $3,896 | $5,880-33.7% | $13,956-72.1% | $5,124-24.0% |