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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 | $21,704 | $53,837-59.7% | $75,717-71.3% | $85,856-74.7% |
| Participation rate | 29.6% | 69.1%-39.4pp | 74.8%-45.2pp | 69.3%-39.7pp |
| Annual return | 9.47% | 24.54%-15.1pp | 104.58%-95.1pp | 318.58%-309.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $697 | $2,895-75.9% | $3,821-81.8% | $3,952-82.4% |
| Admin fee / account holder | $522 | $3,341-84.4% | $3,619-85.6% | $6,261-91.7% |