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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 | $22,834 | $88,672-74.2% | $105,223-78.3% | $82,448-72.3% |
| Participation rate | 37.8% | 67.9%-30.1pp | 75.0%-37.2pp | 68.1%-30.2pp |
| Annual return | 3.92% | 30.86%-26.9pp | 180.65%-176.7pp | 41.64%-37.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,175 | $4,036-70.9% | $5,072-76.8% | $4,139-71.6% |
| Admin fee / account holder | $25,305 | $7,146+254.1% | $8,859+185.6% | $7,234+249.8% |