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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 | $27,756 | $63,346-56.2% | $92,240-69.9% | $70,126-60.4% |
| Participation rate | 32.6% | 68.7%-36.1pp | 76.5%-43.9pp | 69.5%-37.0pp |
| Annual return | 9.95% | 530.19%-520.2pp | 176.29%-166.3pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $660 | $2,854-76.9% | $3,897-83.1% | $3,332-80.2% |
| Admin fee / account holder | $591 | $3,841-84.6% | $5,194-88.6% | $4,645-87.3% |