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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 | $19,219 | $89,532-78.5% | $103,447-81.4% | $80,925-76.3% |
| Participation rate | 59.0% | 76.0%-17.0pp | 80.5%-21.5pp | 67.7%-8.6pp |
| Annual return | 8.29% | 22.80%-14.5pp | 23.92%-15.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $4,023-100.0% | $4,678-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,384 | $5,459-74.7% | $6,624-79.1% | $4,299-67.8% |
| Admin fee / account holder | $2,345 | $6,774-65.4% | $9,415-75.1% | $6,940-66.2% |