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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 | $20,474 | $91,198-77.6% | $178,503-88.5% | $79,856-74.4% |
| Participation rate | 28.1% | 69.2%-41.1pp | 81.9%-53.8pp | 69.6%-41.5pp |
| Annual return | 9.33% | 24.20%-14.9pp | 151.12%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,231 | $3,257-62.2% | $5,011-75.4% | $2,471-50.2% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,014 | $6,748-85.0% | $13,987-92.8% | $5,306-80.9% |