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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 | $34,148 | $70,684-51.7% | $169,397-79.8% | $75,177-54.6% |
| Participation rate | 23.1% | 64.8%-41.7pp | 77.2%-54.1pp | 67.2%-44.1pp |
| Annual return | 6.80% | 36.38%-29.6pp | 406.23%-399.4pp | 160.75%-154.0pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $348 | $4,310-91.9% | $6,223-94.4% | $4,126-91.6% |
| Admin fee / account holder | $1,776 | $5,404-67.1% | $9,017-80.3% | $5,651-68.6% |