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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 | $22,444 | $61,125-63.3% | $94,057-76.1% | $87,485-74.3% |
| Participation rate | 30.8% | 64.1%-33.3pp | 73.3%-42.6pp | 68.9%-38.2pp |
| Annual return | 6.45% | 35.20%-28.7pp | 480.62%-474.2pp | 26.06%-19.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $556 | $3,260-83.0% | $4,709-88.2% | $4,274-87.0% |
| Admin fee / account holder | $4,237 | $5,629-24.7% | $7,244-41.5% | $7,775-45.5% |