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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 | $29,408 | $78,670-62.6% | $109,173-73.1% | $85,847-65.7% |
| Participation rate | 19.2% | 68.3%-49.1pp | 75.9%-56.7pp | 69.3%-50.1pp |
| Annual return | 6.61% | 25.09%-18.5pp | 25.75%-19.1pp | 318.61%-312.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $437 | $3,467-87.4% | $4,654-90.6% | $3,952-88.9% |
| Admin fee / account holder | $1,664 | $5,469-69.6% | $6,755-75.4% | $6,261-73.4% |