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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 | $17,666 | $111,787-84.2% | $93,681-81.1% | $145,978-87.9% |
| Participation rate | 28.6% | 74.2%-45.7pp | 68.7%-40.2pp | 80.3%-51.7pp |
| Annual return | 2.68% | 203.52%-200.8pp | 133.47%-130.8pp | 550.52%-547.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $44 | $4,918-99.1% | $4,415-99.0% | $6,690-99.3% |
| Admin fee / account holder | $4,291 | $10,256-58.2% | $8,290-48.2% | $13,400-68.0% |