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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 | $40,175 | $61,295-34.5% | $149,682-73.2% | $71,476-43.8% |
| Participation rate | 6.8% | 62.5%-55.7pp | 78.8%-71.9pp | 67.9%-61.1pp |
| Annual return | 9.19% | 35.86%-26.7pp | 134.35%-125.2pp | 28.85%-19.7pp |
| Employer contribution / active EE | $0 | $2,380-100.0% | $4,818-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $210 | $2,918-92.8% | $5,681-96.3% | $4,290-95.1% |
| Admin fee / account holder | $14,189 | $1,262+1024.5% | $13,210+7.4% | $1,587+793.8% |