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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 | $27,602 | $80,985-65.9% | $96,576-71.4% | $75,181-63.3% |
| Participation rate | 12.5% | 71.8%-59.3pp | 76.0%-63.5pp | 67.2%-54.7pp |
| Annual return | 9.66% | 27.05%-17.4pp | 25.87%-16.2pp | 160.69%-151.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $484 | $3,929-87.7% | $4,851-90.0% | $4,126-88.3% |
| Admin fee / account holder | $19,994 | $6,719+197.6% | $8,253+142.3% | $5,650+253.9% |