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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 | $20,798 | $81,358-74.4% | $155,556-86.6% | $80,959-74.3% |
| Participation rate | 26.3% | 66.3%-39.9pp | 78.2%-51.9pp | 67.7%-41.4pp |
| Annual return | 10.49% | 33.39%-22.9pp | 64.84%-54.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $863 | $3,455-75.0% | $5,631-84.7% | $4,300-79.9% |
| Admin fee / account holder | $7,206 | $7,994-9.9% | $15,885-54.6% | $6,925+4.1% |