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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 | $32,885 | $102,385-67.9% | $147,080-77.6% | $80,935-59.4% |
| Participation rate | 22.2% | 75.9%-53.6pp | 82.2%-60.0pp | 67.7%-45.4pp |
| Annual return | 11.36% | 135.09%-123.7pp | 420.17%-408.8pp | 35.66%-24.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $418 | $6,651-93.7% | $8,066-94.8% | $4,299-90.3% |
| Admin fee / account holder | $3,295 | $7,951-58.6% | $12,989-74.6% | $6,924-52.4% |