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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 | $24,009 | $84,236-71.5% | $170,439-85.9% | $70,124-65.8% |
| Participation rate | 62.1% | 70.8%-8.8pp | 83.6%-21.5pp | 69.5%-7.5pp |
| Annual return | 11.14% | 23.06%-11.9pp | 205.94%-194.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,399 | $3,387-58.7% | $5,433-74.2% | $2,342-40.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,182 | $5,698-44.2% | $13,881-77.1% | $4,645-31.5% |