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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 | $23,636 | $61,815-61.8% | $97,295-75.7% | $80,959-70.8% |
| Participation rate | 27.6% | 63.5%-35.9pp | 72.7%-45.1pp | 67.7%-40.1pp |
| Annual return | 8.13% | -558.73%+566.9pp | 75.62%-67.5pp | 35.67%-27.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $421 | $3,027-86.1% | $4,264-90.1% | $4,300-90.2% |
| Admin fee / account holder | $2,254 | $5,166-56.4% | $5,646-60.1% | $6,925-67.5% |