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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 | $37,958 | $81,331-53.3% | $155,534-75.6% | $80,935-53.1% |
| Participation rate | 11.4% | 66.3%-54.8pp | 78.2%-66.8pp | 67.7%-56.2pp |
| Annual return | 8.19% | 33.37%-25.2pp | 64.92%-56.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $219 | $3,454-93.7% | $5,630-96.1% | $4,299-94.9% |
| Admin fee / account holder | $1,063 | $7,999-86.7% | $15,900-93.3% | $6,924-84.7% |