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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 | $23,488 | $81,276-71.1% | $155,574-84.9% | $80,925-71.0% |
| Participation rate | 26.8% | 66.2%-39.5pp | 78.2%-51.4pp | 67.7%-40.9pp |
| Annual return | 8.09% | 33.36%-25.3pp | 64.87%-56.8pp | 35.65%-27.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $415 | $3,453-88.0% | $5,629-92.6% | $4,299-90.4% |
| Admin fee / account holder | $757 | $7,993-90.5% | $15,914-95.2% | $6,940-89.1% |