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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 | $24,824 | $59,335-58.2% | $129,031-80.8% | $69,733-64.4% |
| Participation rate | 3.6% | 43.3%-39.7pp | 73.4%-69.8pp | 62.5%-58.9pp |
| Annual return | 4.07% | 19.52%-15.4pp | 34.67%-30.6pp | 15.22%-11.2pp |
| Employer contribution / active EE | $0 | $1,639-100.0% | $3,226-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $327 | $2,485-86.8% | $5,217-93.7% | $3,054-89.3% |
| Admin fee / account holder | $2,912 | $3,940-26.1% | $13,208-78.0% | $3,102-6.1% |