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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 | $34,208 | $91,179-62.5% | $178,499-80.8% | $79,852-57.2% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 9.28% | 24.19%-14.9pp | 151.10%-141.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $762 | $3,236-76.5% | $5,202-85.4% | $3,740-79.6% |
| Admin fee / account holder | $18,271 | $6,749+170.7% | $13,986+30.6% | $5,306+244.3% |