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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 | $22,858 | $77,908-70.7% | $149,696-84.7% | $75,173-69.6% |
| Participation rate | 15.9% | 65.6%-49.7pp | 78.8%-62.9pp | 67.2%-51.3pp |
| Annual return | 11.40% | 31.73%-20.3pp | 134.46%-123.1pp | 160.72%-149.3pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $228 | $3,411-93.3% | $5,682-96.0% | $4,126-94.5% |
| Admin fee / account holder | $624 | $5,950-89.5% | $13,212-95.3% | $5,651-89.0% |