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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 | $38,097 | $79,449-52.0% | $189,575-79.9% | $85,847-55.6% |
| Participation rate | 25.8% | 66.0%-40.2pp | 78.4%-52.6pp | 69.3%-43.5pp |
| Annual return | 7.91% | 18.45%-10.5pp | 64.19%-56.3pp | 318.61%-310.7pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $97 | $4,051-97.6% | $6,174-98.4% | $3,952-97.5% |
| Admin fee / account holder | $593 | $5,377-89.0% | $9,806-93.9% | $6,261-90.5% |