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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 | $38,298 | $22,593+69.5% | $65,289-41.3% | $75,173-49.1% |
| Participation rate | 18.3% | 63.1%-44.7pp | 65.0%-46.6pp | 67.2%-48.9pp |
| Annual return | 15.95% | 71.08%-55.1pp | 47.38%-31.4pp | 160.65%-144.7pp |
| Employer contribution / active EE | $0 | $940-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $485 | $1,694-71.4% | $2,831-82.9% | $4,126-88.2% |
| Admin fee / account holder | $377 | $1,876-79.9% | $4,113-90.8% | $5,651-93.3% |