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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 | $31,773 | $75,541-57.9% | $152,093-79.1% | $82,637-61.6% |
| Participation rate | 16.9% | 66.5%-49.7pp | 77.8%-60.9pp | 68.1%-51.2pp |
| Annual return | 11.53% | 32.56%-21.0pp | 66.36%-54.8pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $335 | $3,206-89.6% | $5,451-93.9% | $4,126-91.9% |
| Admin fee / account holder | $423 | $6,405-93.4% | $14,497-97.1% | $7,339-94.2% |