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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 | $31,618 | $77,164-59.0% | $178,014-82.2% | $80,874-60.9% |
| Participation rate | 17.6% | 65.7%-48.1pp | 77.1%-59.4pp | 67.6%-50.0pp |
| Annual return | 9.72% | 18.09%-8.4pp | 294.80%-285.1pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $2,288-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $874 | $4,408-80.2% | $6,276-86.1% | $4,297-79.7% |
| Admin fee / account holder | $1,128 | $7,164-84.3% | $10,362-89.1% | $6,935-83.7% |