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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 | $26,366 | $136,860-80.7% | $120,344-78.1% | $154,746-83.0% |
| Participation rate | 41.2% | 79.9%-38.7pp | 76.7%-35.5pp | 80.7%-39.5pp |
| Annual return | 6.90% | 21.38%-14.5pp | 20.30%-13.4pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $850 | $5,793-85.3% | $5,135-83.5% | $6,730-87.4% |
| Admin fee / account holder | $2,620 | $15,393-83.0% | $12,742-79.4% | $14,365-81.8% |