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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 | $27,899 | $98,776-71.8% | $149,745-81.4% | $79,856-65.1% |
| Participation rate | 10.0% | 75.8%-65.8pp | 82.5%-72.5pp | 69.6%-59.6pp |
| Annual return | 0.55% | 27.38%-26.8pp | 276.72%-276.2pp | 31.71%-31.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $383 | $5,681-93.3% | $6,843-94.4% | $3,741-89.8% |
| Admin fee / account holder | $7,243 | $6,053+19.7% | $9,312-22.2% | $5,306+36.5% |