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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 | $19,013 | $97,289-80.5% | $92,805-79.5% | $155,188-87.7% |
| Participation rate | 22.7% | 84.2%-61.5pp | 83.5%-60.8pp | 80.8%-58.1pp |
| Annual return | 8.06% | 29.03%-21.0pp | 31.59%-23.5pp | 148.84%-140.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $953 | $8,795-89.2% | $8,448-88.7% | $6,531-85.4% |
| Admin fee / account holder | $50,467 | $12,015+320.0% | $10,911+362.5% | $14,480+248.5% |