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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 | $78,197-56.8% | $98,090-65.6% | $82,637-59.1% |
| Participation rate | 18.9% | 77.5%-58.5pp | 81.5%-62.6pp | 68.1%-49.1pp |
| Annual return | 14.33% | 40.25%-25.9pp | 37.05%-22.7pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $904 | $6,636-86.4% | $7,845-88.5% | $4,126-78.1% |
| Admin fee / account holder | $36,606 | $14,832+146.8% | $11,815+209.8% | $7,339+398.8% |