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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 | $27,933 | $117,829-76.3% | $102,423-72.7% | $145,877-80.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 4.72% | 31.83%-27.1pp | 29.42%-24.7pp | 551.28%-546.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $735 | $5,732-87.2% | $5,054-85.5% | $6,691-89.0% |
| Admin fee / account holder | $1,218 | $13,335-90.9% | $9,455-87.1% | $13,402-90.9% |