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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 | $16,649 | $84,236-80.2% | $170,435-90.2% | $70,126-76.3% |
| Participation rate | 32.1% | 70.8%-38.7pp | 83.6%-51.5pp | 69.5%-37.4pp |
| Annual return | 10.23% | 23.06%-12.8pp | 205.94%-195.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $342 | $3,086-88.9% | $4,939-93.1% | $3,332-89.7% |
| Admin fee / account holder | $1,940 | $5,698-66.0% | $13,881-86.0% | $4,645-58.2% |