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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 | $28,203 | $73,978-61.9% | $96,515-70.8% | $75,173-62.5% |
| Participation rate | 20.5% | 66.4%-45.9pp | 74.3%-53.8pp | 67.2%-46.7pp |
| Annual return | 8.38% | 26.72%-18.3pp | 35.73%-27.3pp | 160.72%-152.3pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $307 | $3,660-91.6% | $4,880-93.7% | $4,126-92.6% |
| Admin fee / account holder | $1,112 | $5,219-78.7% | $6,735-83.5% | $5,651-80.3% |