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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 | $22,401 | $117,846-81.0% | $102,434-78.1% | $145,884-84.6% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.01% | 31.90%-23.9pp | 29.46%-21.4pp | 551.85%-543.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $900 | $5,733-84.3% | $5,055-82.2% | $6,690-86.6% |
| Admin fee / account holder | $2,155 | $13,356-83.9% | $9,462-77.2% | $13,392-83.9% |