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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 | $26,570 | $95,383-72.1% | $185,837-85.7% | $85,856-69.1% |
| Participation rate | 22.6% | 68.8%-46.2pp | 81.7%-59.1pp | 69.3%-46.7pp |
| Annual return | 8.69% | 23.59%-14.9pp | 122.08%-113.4pp | 318.58%-309.9pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $575 | $3,423-83.2% | $5,568-89.7% | $3,952-85.4% |
| Admin fee / account holder | $2,128 | $7,213-70.5% | $16,241-86.9% | $6,261-66.0% |