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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 | $21,759 | $55,889-61.1% | $76,119-71.4% | $80,935-73.1% |
| Participation rate | 26.8% | 62.1%-35.3pp | 69.1%-42.3pp | 67.7%-40.9pp |
| Annual return | 10.05% | 20.58%-10.5pp | 361.25%-351.2pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,000 | $3,051-67.2% | $4,259-76.5% | $4,299-76.7% |
| Admin fee / account holder | $16,385 | $5,241+212.6% | $6,421+155.2% | $6,924+136.6% |