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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 | $25,383 | $61,605-58.8% | $112,273-77.4% | $75,181-66.2% |
| Participation rate | 30.0% | 61.7%-31.7pp | 72.4%-42.4pp | 67.2%-37.2pp |
| Annual return | 11.78% | 28.47%-16.7pp | 30.23%-18.5pp | 160.69%-148.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $512 | $3,108-83.5% | $4,800-89.3% | $4,126-87.6% |
| Admin fee / account holder | $11,284 | $4,862+132.1% | $7,752+45.6% | $5,650+99.7% |