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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 | $26,935 | $58,275-53.8% | $81,844-67.1% | $80,935-66.7% |
| Participation rate | 24.4% | 63.5%-39.1pp | 72.4%-48.0pp | 67.7%-43.3pp |
| Annual return | 9.84% | 41.82%-32.0pp | 778.87%-769.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $593 | $3,285-82.0% | $4,323-86.3% | $4,299-86.2% |
| Admin fee / account holder | $5,809 | $4,749+22.3% | $7,355-21.0% | $6,924-16.1% |