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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 | $24,536 | $95,406-74.3% | $185,849-86.8% | $85,847-71.4% |
| Participation rate | 17.1% | 68.8%-51.6pp | 81.7%-64.6pp | 69.3%-52.2pp |
| Annual return | 9.08% | 23.59%-14.5pp | 122.10%-113.0pp | 318.61%-309.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $156 | $3,424-95.5% | $5,569-97.2% | $3,952-96.1% |
| Admin fee / account holder | $3,838 | $7,214-46.8% | $16,244-76.4% | $6,261-38.7% |