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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 | $21,260 | $63,346-66.4% | $92,239-77.0% | $70,124-69.7% |
| Participation rate | 42.5% | 68.7%-26.2pp | 76.5%-34.0pp | 69.5%-27.0pp |
| Annual return | 8.22% | 530.19%-522.0pp | 176.29%-168.1pp | 73.14%-64.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $543 | $2,854-81.0% | $3,897-86.1% | $3,332-83.7% |
| Admin fee / account holder | $524 | $3,841-86.4% | $5,194-89.9% | $4,645-88.7% |