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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 | $40,356 | $89,367-54.8% | $141,191-71.4% | $72,975-44.7% |
| Participation rate | 13.0% | 75.1%-62.2pp | 82.5%-69.5pp | 69.5%-56.5pp |
| Annual return | 4.51% | 111.87%-107.4pp | 71.41%-66.9pp | 81.01%-76.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $212 | $5,419-96.1% | $6,710-96.8% | $3,608-94.1% |
| Admin fee / account holder | $8,549 | $5,957+43.5% | $10,264-16.7% | $5,124+66.9% |