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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 | $37,815 | $82,523-54.2% | $115,752-67.3% | $70,124-46.1% |
| Participation rate | 17.7% | 74.0%-56.3pp | 77.8%-60.1pp | 69.5%-51.8pp |
| Annual return | 12.58% | 28.22%-15.6pp | 19.41%-6.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $409 | $4,062-89.9% | $5,204-92.1% | $3,332-87.7% |
| Admin fee / account holder | $9,762 | $4,552+114.5% | $6,278+55.5% | $4,645+110.1% |