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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 | $55,930-57.1% | $76,089-68.5% | $80,925-70.4% |
| Participation rate | 29.1% | 62.1%-32.9pp | 69.1%-40.0pp | 67.7%-38.5pp |
| Annual return | 9.22% | 20.58%-11.4pp | 360.94%-351.7pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $373 | $3,051-87.8% | $4,259-91.2% | $4,299-91.3% |
| Admin fee / account holder | $544 | $5,241-89.6% | $6,418-91.5% | $6,940-92.2% |