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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 | $22,461 | $58,391-61.5% | $76,657-70.7% | $72,975-69.2% |
| Participation rate | 47.8% | 67.4%-19.5pp | 72.1%-24.3pp | 69.5%-21.7pp |
| Annual return | 0.85% | 2306.65%-2305.8pp | 1166.74%-1165.9pp | 81.01%-80.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,021 | $2,690-62.1% | $3,335-69.4% | $3,608-71.7% |
| Admin fee / account holder | $4,612 | $4,014+14.9% | $6,423-28.2% | $5,124-10.0% |