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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 | $27,033 | $37,446-27.8% | $77,552-65.1% | $79,856-66.1% |
| Participation rate | 11.1% | 41.5%-30.4pp | 54.2%-43.1pp | 69.6%-58.5pp |
| Annual return | 9.03% | 39.76%-30.7pp | 54.82%-45.8pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $241 | $1,261-80.8% | $1,861-87.0% | $3,741-93.5% |
| Admin fee / account holder | $2,093 | $2,506-16.5% | $2,859-26.8% | $5,306-60.6% |