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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 | $26,310 | $79,449-66.9% | $189,558-86.1% | $85,856-69.4% |
| Participation rate | 8.9% | 66.0%-57.1pp | 78.5%-69.6pp | 69.3%-60.4pp |
| Annual return | 7.23% | 18.45%-11.2pp | 64.19%-57.0pp | 318.58%-311.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $30 | $4,051-99.3% | $6,174-99.5% | $3,952-99.2% |
| Admin fee / account holder | $6,935 | $5,377+29.0% | $9,809-29.3% | $6,261+10.8% |