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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 | $24,833 | $73,955-66.4% | $96,520-74.3% | $75,181-67.0% |
| Participation rate | 21.4% | 66.4%-45.0pp | 74.3%-52.9pp | 67.2%-45.8pp |
| Annual return | 10.39% | 26.72%-16.3pp | 35.72%-25.3pp | 160.69%-150.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $950 | $3,659-74.0% | $4,879-80.5% | $4,126-77.0% |
| Admin fee / account holder | $14,442 | $5,217+176.8% | $6,733+114.5% | $5,650+155.6% |