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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 | $29,481 | $110,410-73.3% | $102,437-71.2% | $145,897-79.8% |
| Participation rate | 21.4% | 77.9%-56.5pp | 74.5%-53.1pp | 80.3%-58.9pp |
| Annual return | 6.12% | 24.85%-18.7pp | 24.95%-18.8pp | 552.29%-546.2pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $680 | $5,622-87.9% | $5,060-86.6% | $6,689-89.8% |
| Admin fee / account holder | $30,208 | $9,745+210.0% | $8,388+260.1% | $13,390+125.6% |