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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 | $23,594 | $106,247-77.8% | $96,515-75.6% | $139,466-83.1% |
| Participation rate | 17.4% | 77.8%-60.5pp | 74.3%-57.0pp | 80.3%-62.9pp |
| Annual return | 10.83% | 38.47%-27.6pp | 35.73%-24.9pp | 373.66%-362.8pp |
| Employer contribution / active EE | $1,341 | $4,106-67.3% | $3,740-64.2% | $4,754-71.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $487 | $7,885-93.8% | $6,735-92.8% | $11,409-95.7% |