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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 | $32,256 | $69,274-53.4% | $64,097-49.7% | $139,487-76.9% |
| Participation rate | 66.7% | 75.6%-9.0pp | 72.3%-5.7pp | 80.3%-13.7pp |
| Annual return | 6.91% | 46.00%-39.1pp | 33.75%-26.8pp | 373.84%-366.9pp |
| Employer contribution / active EE | $1,942 | $3,187-39.1% | $2,750-29.4% | $4,755-59.2% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $23,389 | $4,247+450.8% | $3,070+661.9% | $11,407+105.0% |