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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 | $23,479 | $65,364-64.1% | $92,909-74.7% | $72,975-67.8% |
| Participation rate | 28.9% | 68.3%-39.4pp | 76.0%-47.1pp | 69.5%-40.5pp |
| Annual return | 10.32% | 42.11%-31.8pp | 109.44%-99.1pp | 81.01%-70.7pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $640 | $3,128-79.5% | $4,238-84.9% | $3,608-82.2% |
| Admin fee / account holder | $8,550 | $4,251+101.1% | $5,795+47.5% | $5,124+66.9% |