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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 | $23,992 | $55,902-57.1% | $76,030-68.4% | $80,959-70.4% |
| Participation rate | 29.1% | 62.1%-33.0pp | 69.1%-39.9pp | 67.7%-38.6pp |
| Annual return | 9.22% | 20.59%-11.4pp | 361.54%-352.3pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $373 | $3,051-87.8% | $4,257-91.2% | $4,300-91.3% |
| Admin fee / account holder | $544 | $5,239-89.6% | $6,421-91.5% | $6,925-92.1% |