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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 | $27,459 | $73,988-62.9% | $96,538-71.6% | $75,177-63.5% |
| Participation rate | 14.9% | 66.4%-51.5pp | 74.3%-59.4pp | 67.2%-52.3pp |
| Annual return | 11.52% | 26.73%-15.2pp | 35.74%-24.2pp | 160.75%-149.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $286 | $3,660-92.2% | $4,880-94.1% | $4,126-93.1% |
| Admin fee / account holder | $672 | $5,220-87.1% | $6,737-90.0% | $5,651-88.1% |