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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 | $28,875 | $79,557-63.7% | $118,746-75.7% | $70,124-58.8% |
| Participation rate | 27.8% | 71.4%-43.5pp | 78.3%-50.4pp | 69.5%-41.7pp |
| Annual return | 11.42% | 25.64%-14.2pp | 24.54%-13.1pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $909 | $4,089-77.8% | $5,332-83.0% | $3,332-72.7% |
| Admin fee / account holder | $610 | $5,374-88.6% | $10,720-94.3% | $4,645-86.9% |