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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 | $22,878 | $77,920-70.6% | $149,723-84.7% | $75,177-69.6% |
| Participation rate | 23.9% | 65.6%-41.7pp | 78.8%-54.9pp | 67.2%-43.3pp |
| Annual return | 10.99% | 31.72%-20.7pp | 134.50%-123.5pp | 160.75%-149.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $852 | $3,411-75.0% | $5,682-85.0% | $4,126-79.4% |
| Admin fee / account holder | $587 | $5,951-90.1% | $13,215-95.6% | $5,651-89.6% |