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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 | $27,500 | $55,889-50.8% | $76,119-63.9% | $80,935-66.0% |
| Participation rate | 26.8% | 62.1%-35.3pp | 69.1%-42.3pp | 67.7%-40.9pp |
| Annual return | 8.46% | 20.58%-12.1pp | 361.25%-352.8pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $927 | $3,051-69.6% | $4,259-78.2% | $4,299-78.4% |
| Admin fee / account holder | $4,277 | $5,241-18.4% | $6,421-33.4% | $6,924-38.2% |