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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 | $20,314 | $45,123-55.0% | $85,240-76.2% | $74,478-72.7% |
| Participation rate | 24.8% | 49.4%-24.5pp | 67.5%-42.7pp | 67.2%-42.4pp |
| Annual return | 9.76% | 26.32%-16.6pp | 66.75%-57.0pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $459 | $2,736-83.2% | $4,527-89.9% | $4,350-89.5% |
| Admin fee / account holder | $1,474 | $2,215-33.4% | $6,165-76.1% | $1,946-24.2% |