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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 | $21,326 | $91,179-76.6% | $178,499-88.1% | $79,852-73.3% |
| Participation rate | 37.8% | 69.2%-31.4pp | 81.9%-44.1pp | 69.6%-31.8pp |
| Annual return | 8.56% | 24.19%-15.6pp | 151.10%-142.5pp | 31.72%-23.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $482 | $3,236-85.1% | $5,202-90.7% | $3,740-87.1% |
| Admin fee / account holder | $12,280 | $6,749+82.0% | $13,986-12.2% | $5,306+131.4% |