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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 | $22,203 | $71,057-68.8% | $93,654-76.3% | $80,874-72.5% |
| Participation rate | 18.2% | 60.4%-42.2pp | 68.7%-50.5pp | 67.6%-49.5pp |
| Annual return | 9.89% | 11.26%-1.4pp | 133.34%-123.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $95 | $4,034-97.6% | $4,413-97.8% | $4,297-97.8% |
| Admin fee / account holder | $1,083 | $6,944-84.4% | $8,282-86.9% | $6,935-84.4% |