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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 | $31,408 | $61,338-48.8% | $149,717-79.0% | $71,495-56.1% |
| Participation rate | 18.2% | 62.5%-44.3pp | 78.8%-60.6pp | 67.9%-49.8pp |
| Annual return | 11.31% | 35.86%-24.5pp | 134.41%-123.1pp | 28.85%-17.5pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $460 | $2,919-84.2% | $5,682-91.9% | $4,291-89.3% |
| Admin fee / account holder | $1,017 | $1,263-19.5% | $13,213-92.3% | $1,588-35.9% |