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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 | $21,445 | $51,207-58.1% | $70,565-69.6% | $75,177-71.5% |
| Participation rate | 27.6% | 61.0%-33.4pp | 68.4%-40.8pp | 67.2%-39.6pp |
| Annual return | 11.27% | 30.05%-18.8pp | 32.79%-21.5pp | 160.75%-149.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $461 | $2,850-83.8% | $4,568-89.9% | $4,126-88.8% |
| Admin fee / account holder | $2,855 | $4,097-30.3% | $6,430-55.6% | $5,651-49.5% |