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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 | $32,156 | $90,400-64.4% | $186,193-82.7% | $87,485-63.2% |
| Participation rate | 15.2% | 66.2%-51.0pp | 77.1%-62.0pp | 68.9%-53.8pp |
| Annual return | 12.61% | 22.15%-9.5pp | 78.03%-65.4pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $572 | $4,330-86.8% | $6,513-91.2% | $4,274-86.6% |
| Admin fee / account holder | $727 | $8,673-91.6% | $11,058-93.4% | $7,775-90.7% |