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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 | $23,565 | $68,868-65.8% | $183,328-87.1% | $67,986-65.3% |
| Participation rate | 33.3% | 57.0%-23.7pp | 77.3%-44.0pp | 57.2%-23.9pp |
| Annual return | 10.93% | 28.80%-17.9pp | 29.67%-18.7pp | 31.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,536 | $4,364-64.8% | $6,795-77.4% | $3,358-54.2% |
| Admin fee / account holder | $3,402 | $3,805-10.6% | $21,427-84.1% | $3,203+6.2% |