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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 | $33,791 | $78,520-57.0% | $96,576-65.0% | $82,448-59.0% |
| Participation rate | 18.9% | 77.7%-58.8pp | 81.4%-62.5pp | 68.1%-49.1pp |
| Annual return | 14.33% | 41.30%-27.0pp | 38.47%-24.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $904 | $6,754-86.6% | $7,956-88.6% | $4,139-78.2% |
| Admin fee / account holder | $36,606 | $13,455+172.1% | $11,381+221.6% | $7,234+406.0% |