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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 | $25,144 | $73,532-65.8% | $178,540-85.9% | $74,459-66.2% |
| Participation rate | 22.6% | 66.6%-44.0pp | 77.1%-54.5pp | 67.2%-44.6pp |
| Annual return | 9.36% | 17.51%-8.1pp | 27.15%-17.8pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,026 | $4,519-77.3% | $6,281-83.7% | $4,350-76.4% |
| Admin fee / account holder | $5,496 | $1,813+203.2% | $10,424-47.3% | $1,945+182.6% |