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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 | $32,890 | $52,682-37.6% | $78,004-57.8% | $64,097-48.7% |
| Participation rate | 33.3% | 47.7%-14.4pp | 69.4%-36.1pp | 55.2%-21.9pp |
| Annual return | 12.08% | 22.45%-10.4pp | 31.07%-19.0pp | 34.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $798 | $2,346-66.0% | $4,092-80.5% | $3,080-74.1% |
| Admin fee / account holder | $7,664 | $5,420+41.4% | $7,578+1.1% | $3,454+121.8% |