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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 | $30,704 | $117,904-74.0% | $102,457-70.0% | $145,978-79.0% |
| Participation rate | 21.7% | 78.6%-56.9pp | 76.5%-54.8pp | 80.3%-58.6pp |
| Annual return | 2.41% | 31.80%-29.4pp | 29.41%-27.0pp | 550.52%-548.1pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6 | $5,733-99.9% | $5,054-99.9% | $6,690-99.9% |
| Admin fee / account holder | $7,258 | $13,329-45.5% | $9,451-23.2% | $13,400-45.8% |