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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 | $20,218 | $110,212-81.7% | $96,534-79.1% | $139,466-85.5% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | -0.60% | 26.42%-27.0pp | 25.88%-26.5pp | 373.66%-374.3pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $346 | $5,547-93.8% | $4,851-92.9% | $6,712-94.9% |
| Admin fee / account holder | $18,696 | $11,599+61.2% | $8,253+126.5% | $11,409+63.9% |