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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 | $70,449 | $76,696-8.1% | $96,515-27.0% | $71,511-1.5% |
| Participation rate | 16.7% | 66.6%-49.9pp | 74.3%-57.7pp | 67.9%-51.3pp |
| Annual return | 10.79% | 48.32%-37.5pp | 35.73%-24.9pp | 28.86%-18.1pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $732 | $3,770-80.6% | $4,880-85.0% | $4,291-82.9% |
| Admin fee / account holder | $16,953 | $2,030+735.2% | $6,735+151.7% | $1,588+967.3% |