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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 | $22,849 | $48,076-52.5% | $78,690-71.0% | $62,891-63.7% |
| Participation rate | 27.5% | 65.2%-37.8pp | 73.6%-46.1pp | 69.3%-41.9pp |
| Annual return | 4.26% | 31.35%-27.1pp | 62.18%-57.9pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $648 | $2,588-74.9% | $3,517-81.6% | $3,203-79.8% |
| Admin fee / account holder | $39,920 | $3,207+1144.7% | $4,511+785.0% | $4,296+829.3% |