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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 | $64,920-62.0% | $103,693-76.2% | $86,983-71.6% |
| Participation rate | 25.9% | 63.6%-37.7pp | 72.6%-46.7pp | 69.5%-43.6pp |
| Annual return | 11.68% | 30.29%-18.6pp | 47.61%-35.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $6,502 | $2,141+203.7% | $2,920+122.6% | $2,584+151.6% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $402 | $6,191-93.5% | $7,858-94.9% | $7,856-94.9% |