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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 | $25,612 | $73,787-65.3% | $98,716-74.1% | $82,448-68.9% |
| Participation rate | 6.6% | 61.4%-54.8pp | 69.3%-62.7pp | 68.1%-61.5pp |
| Annual return | 11.08% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $343 | $3,081-88.9% | $4,048-91.5% | $4,139-91.7% |
| Admin fee / account holder | $3,188 | $6,500-51.0% | $8,703-63.4% | $7,234-55.9% |