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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 | $20,401 | $29,051-29.8% | $52,425-61.1% | $67,986-70.0% |
| Participation rate | 9.2% | 30.4%-21.2pp | 55.6%-46.4pp | 57.2%-48.0pp |
| Annual return | 11.76% | 24.00%-12.2pp | 302.12%-290.4pp | 31.67%-19.9pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $52 | $873-94.0% | $1,790-97.1% | $3,358-98.4% |
| Admin fee / account holder | $1,516 | $2,113-28.2% | $2,495-39.2% | $3,203-52.7% |