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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 | $16,405 | $77,920-78.9% | $149,723-89.0% | $75,177-78.2% |
| Participation rate | 28.1% | 65.6%-37.5pp | 78.8%-50.7pp | 67.2%-39.1pp |
| Annual return | 10.04% | 31.72%-21.7pp | 134.50%-124.5pp | 160.75%-150.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $526 | $3,411-84.6% | $5,682-90.7% | $4,126-87.2% |
| Admin fee / account holder | $558 | $5,951-90.6% | $13,215-95.8% | $5,651-90.1% |