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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 | $24,771 | $73,955-66.5% | $96,520-74.3% | $75,181-67.1% |
| Participation rate | 23.4% | 66.4%-43.0pp | 74.3%-50.9pp | 67.2%-43.8pp |
| Annual return | 11.44% | 26.72%-15.3pp | 35.72%-24.3pp | 160.69%-149.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $693 | $3,659-81.1% | $4,879-85.8% | $4,126-83.2% |
| Admin fee / account holder | $1,904 | $5,217-63.5% | $6,733-71.7% | $5,650-66.3% |