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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 | $25,810 | $35,183-26.6% | $73,545-64.9% | $70,124-63.2% |
| Participation rate | 18.5% | 42.9%-24.4pp | 54.9%-36.4pp | 69.5%-51.0pp |
| Annual return | 8.77% | 26.90%-18.1pp | -15.16%+23.9pp | 73.14%-64.4pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $240 | $1,220-80.3% | $1,806-86.7% | $3,332-92.8% |
| Admin fee / account holder | $1,642 | $2,302-28.7% | $2,320-29.2% | $4,645-64.7% |