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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 | $27,062 | $70,684-61.7% | $169,397-84.0% | $75,177-64.0% |
| Participation rate | 18.4% | 64.8%-46.4pp | 77.2%-58.8pp | 67.2%-48.8pp |
| Annual return | 11.03% | 36.38%-25.3pp | 406.23%-395.2pp | 160.75%-149.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $970 | $4,310-77.5% | $6,223-84.4% | $4,126-76.5% |
| Admin fee / account holder | $5,070 | $5,404-6.2% | $9,017-43.8% | $5,651-10.3% |