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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 | $76,834-66.7% | $108,359-76.4% | $87,485-70.7% |
| Participation rate | 6.6% | 61.7%-55.1pp | 70.1%-63.5pp | 68.9%-62.4pp |
| Annual return | 11.08% | 19.09%-8.0pp | 36.89%-25.8pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $343 | $3,100-88.9% | $4,137-91.7% | $4,274-92.0% |
| Admin fee / account holder | $3,188 | $6,537-51.2% | $9,741-67.3% | $7,775-59.0% |