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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 | $23,390 | $106,749-78.1% | $145,433-83.9% | $82,448-71.6% |
| Participation rate | 14.3% | 75.6%-61.4pp | 82.1%-67.8pp | 68.1%-53.8pp |
| Annual return | 9.29% | 27.59%-18.3pp | 66.58%-57.3pp | 41.64%-32.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $667 | $6,519-89.8% | $7,897-91.6% | $4,139-83.9% |
| Admin fee / account holder | $5,206 | $8,390-38.0% | $13,129-60.3% | $7,234-28.0% |