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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 | $36,336 | $77,569-53.2% | $115,599-68.6% | $64,097-43.3% |
| Participation rate | 10.1% | 60.7%-50.6pp | 74.3%-64.2pp | 55.2%-45.1pp |
| Annual return | 3.22% | 18.52%-15.3pp | 111.10%-107.9pp | 34.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,915-100.0% | $2,955-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $229 | $3,327-93.1% | $4,889-95.3% | $3,080-92.6% |
| Admin fee / account holder | $13,559 | $4,470+203.3% | $12,841+5.6% | $3,454+292.5% |