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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 | $34,579 | $58,234-40.6% | $81,783-57.7% | $80,874-57.2% |
| Participation rate | 35.7% | 63.4%-27.7pp | 72.4%-36.6pp | 67.6%-31.9pp |
| Annual return | 6.68% | 41.70%-35.0pp | 775.05%-768.4pp | 35.62%-28.9pp |
| Employer contribution / active EE | $405 | $2,341-82.7% | $2,913-86.1% | $2,756-85.3% |
| Participant deferral / active EE | $664 | $3,283-79.8% | $4,320-84.6% | $4,297-84.5% |
| Admin fee / account holder | $3,223 | $4,982-35.3% | $7,380-56.3% | $6,935-53.5% |