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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 | $28,007 | $79,557-64.8% | $118,746-76.4% | $70,126-60.1% |
| Participation rate | 20.6% | 71.4%-50.7pp | 78.3%-57.6pp | 69.5%-48.9pp |
| Annual return | 11.84% | 25.64%-13.8pp | 24.54%-12.7pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $271 | $4,089-93.4% | $5,332-94.9% | $3,332-91.9% |
| Admin fee / account holder | $3,659 | $5,374-31.9% | $10,720-65.9% | $4,645-21.2% |