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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 | $25,364 | $53,128-52.3% | $86,582-70.7% | $70,126-63.8% |
| Participation rate | 32.4% | 65.3%-33.0pp | 73.5%-41.2pp | 69.5%-37.2pp |
| Annual return | 11.50% | 27.66%-16.2pp | 965.08%-953.6pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $649 | $2,695-75.9% | $3,609-82.0% | $3,332-80.5% |
| Admin fee / account holder | $1,638 | $3,584-54.3% | $4,904-66.6% | $4,645-64.7% |