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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 | $37,709 | $69,273-45.6% | $90,796-58.5% | $82,637-54.4% |
| Participation rate | 6.8% | 64.0%-57.2pp | 69.5%-62.6pp | 68.1%-61.2pp |
| Annual return | 10.99% | 18.37%-7.4pp | 19.29%-8.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $233 | $3,047-92.4% | $3,822-93.9% | $4,126-94.4% |
| Admin fee / account holder | $11,082 | $5,511+101.1% | $7,024+57.8% | $7,339+51.0% |