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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 | $23,360 | $84,236-72.3% | $170,435-86.3% | $70,126-66.7% |
| Participation rate | 18.6% | 70.8%-52.3pp | 83.6%-65.0pp | 69.5%-51.0pp |
| Annual return | 11.64% | 23.06%-11.4pp | 205.94%-194.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $397 | $3,086-87.1% | $4,939-92.0% | $3,332-88.1% |
| Admin fee / account holder | $3,808 | $5,698-33.2% | $13,881-72.6% | $4,645-18.0% |