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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 | $35,471 | $39,028-9.1% | $80,741-56.1% | $85,847-58.7% |
| Participation rate | 68.3% | 41.6%+26.7pp | 54.2%+14.1pp | 69.3%-1.0pp |
| Annual return | 7.86% | 26.31%-18.5pp | 87.30%-79.4pp | 318.61%-310.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $258 | $1,326-80.5% | $2,145-88.0% | $3,952-93.5% |
| Admin fee / account holder | $1,467 | $2,429-39.6% | $3,380-56.6% | $6,261-76.6% |