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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 | $58,311-40.7% | $81,882-57.8% | $80,959-57.3% |
| Participation rate | 35.7% | 63.5%-27.8pp | 72.4%-36.7pp | 67.7%-32.0pp |
| Annual return | 6.68% | 41.85%-35.2pp | 779.47%-772.8pp | 35.67%-29.0pp |
| Employer contribution / active EE | $405 | $2,347-82.7% | $2,916-86.1% | $2,757-85.3% |
| Participant deferral / active EE | $664 | $3,287-79.8% | $4,323-84.6% | $4,300-84.6% |
| Admin fee / account holder | $3,223 | $4,752-32.2% | $7,360-56.2% | $6,925-53.5% |