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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 | $31,811 | $102,429-68.9% | $147,096-78.4% | $80,925-60.7% |
| Participation rate | 39.3% | 75.9%-36.6pp | 82.2%-42.9pp | 67.7%-28.4pp |
| Annual return | 9.85% | 135.02%-125.2pp | 419.75%-409.9pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,187 | $6,649-82.1% | $8,071-85.3% | $4,299-72.4% |
| Admin fee / account holder | $4,063 | $7,957-48.9% | $13,005-68.8% | $6,940-41.5% |