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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 | $24,663 | $61,125-59.7% | $94,057-73.8% | $87,485-71.8% |
| Participation rate | 25.9% | 64.1%-38.1pp | 73.3%-47.4pp | 68.9%-43.0pp |
| Annual return | 11.68% | 35.20%-23.5pp | 480.62%-468.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $6,502 | $2,136+204.3% | $2,933+121.7% | $2,596+150.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $402 | $5,629-92.9% | $7,244-94.5% | $7,775-94.8% |