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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 | $26,930 | $98,760-72.7% | $149,715-82.0% | $79,858-66.3% |
| Participation rate | 31.6% | 75.8%-44.2pp | 82.5%-50.9pp | 69.6%-38.1pp |
| Annual return | 9.94% | 27.43%-17.5pp | 276.66%-266.7pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $785 | $5,681-86.2% | $6,842-88.5% | $3,740-79.0% |
| Admin fee / account holder | $583 | $6,053-90.4% | $9,310-93.7% | $5,306-89.0% |