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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 | $28,939 | $68,398-57.7% | $94,664-69.4% | $75,173-61.5% |
| Participation rate | 45.7% | 76.1%-30.4pp | 80.8%-35.1pp | 67.2%-21.5pp |
| Annual return | 13.23% | 616.72%-603.5pp | 156.84%-143.6pp | 160.72%-147.5pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $786 | $6,537-88.0% | $7,417-89.4% | $4,126-80.9% |
| Admin fee / account holder | $3,989 | $5,324-25.1% | $7,222-44.8% | $5,651-29.4% |