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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 | $26,660 | $102,429-74.0% | $147,096-81.9% | $80,925-67.1% |
| Participation rate | 51.2% | 75.9%-24.6pp | 82.2%-31.0pp | 67.7%-16.4pp |
| Annual return | 8.02% | 135.02%-127.0pp | 419.75%-411.7pp | 35.65%-27.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,257 | $6,649-66.0% | $8,071-72.0% | $4,299-47.5% |
| Admin fee / account holder | $2,164 | $7,957-72.8% | $13,005-83.4% | $6,940-68.8% |