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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 | $22,582 | $53,128-57.5% | $86,582-73.9% | $70,126-67.8% |
| Participation rate | 16.7% | 65.3%-48.6pp | 73.5%-56.9pp | 69.5%-52.9pp |
| Annual return | 10.11% | 27.66%-17.6pp | 965.08%-955.0pp | 73.15%-63.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $231 | $2,695-91.4% | $3,609-93.6% | $3,332-93.1% |
| Admin fee / account holder | $4,163 | $3,584+16.2% | $4,904-15.1% | $4,645-10.4% |