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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 | $53,446 | $101,798-47.5% | $165,071-67.6% | $80,935-34.0% |
| Participation rate | 16.1% | 71.8%-55.7pp | 78.6%-62.5pp | 67.7%-51.5pp |
| Annual return | 9.77% | 16.73%-7.0pp | 70.17%-60.4pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $387 | $4,476-91.4% | $6,035-93.6% | $4,299-91.0% |
| Admin fee / account holder | $409 | $8,221-95.0% | $12,695-96.8% | $6,924-94.1% |