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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 | $22,747 | $58,523-61.1% | $99,479-77.1% | $72,976-68.8% |
| Participation rate | 39.1% | 64.6%-25.5pp | 73.8%-34.7pp | 69.5%-30.4pp |
| Annual return | 10.74% | 28.51%-17.8pp | 30.72%-20.0pp | 81.02%-70.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $340 | $2,606-87.0% | $3,619-90.6% | $3,608-90.6% |
| Admin fee / account holder | $524 | $4,102-87.2% | $6,253-91.6% | $5,124-89.8% |