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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 | $22,699 | $72,027-68.5% | $185,861-87.8% | $79,856-71.6% |
| Participation rate | 52.4% | 65.8%-13.4pp | 78.0%-25.7pp | 69.6%-17.3pp |
| Annual return | 10.42% | 23.13%-12.7pp | 35.96%-25.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $456 | $3,780-87.9% | $5,634-91.9% | $3,741-87.8% |
| Admin fee / account holder | $457 | $4,513-89.9% | $9,503-95.2% | $5,306-91.4% |