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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 | $27,069 | $77,901-65.3% | $149,717-81.9% | $75,181-64.0% |
| Participation rate | 63.9% | 65.6%-1.7pp | 78.8%-14.9pp | 67.2%-3.3pp |
| Annual return | 11.13% | 31.73%-20.6pp | 134.41%-123.3pp | 160.69%-149.6pp |
| Employer contribution / active EE | $2,635 | $3,137-16.0% | $4,820-45.3% | $2,671-1.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,495 | $5,949-74.9% | $13,213-88.7% | $5,650-73.5% |