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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 | $18,101 | $62,672-71.1% | $185,117-90.2% | $70,126-74.2% |
| Participation rate | 20.7% | 63.8%-43.1pp | 77.3%-56.6pp | 69.5%-48.9pp |
| Annual return | 13.22% | 40.79%-27.6pp | 40.50%-27.3pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $544 | $3,272-83.4% | $5,045-89.2% | $3,332-83.7% |
| Admin fee / account holder | $1,456 | $3,932-63.0% | $8,159-82.2% | $4,645-68.7% |