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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 | $23,257 | $81,358-71.4% | $155,556-85.0% | $80,959-71.3% |
| Participation rate | 17.0% | 66.3%-49.2pp | 78.2%-61.2pp | 67.7%-50.6pp |
| Annual return | 7.54% | 33.39%-25.8pp | 64.84%-57.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $236 | $3,455-93.2% | $5,631-95.8% | $4,300-94.5% |
| Admin fee / account holder | $625 | $7,994-92.2% | $15,885-96.1% | $6,925-91.0% |