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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 | $102,385-68.9% | $147,080-78.4% | $80,935-60.7% |
| Participation rate | 39.3% | 75.9%-36.6pp | 82.2%-42.9pp | 67.7%-28.4pp |
| Annual return | 9.85% | 135.09%-125.2pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,187 | $6,651-82.1% | $8,066-85.3% | $4,299-72.4% |
| Admin fee / account holder | $4,063 | $7,951-48.9% | $12,989-68.7% | $6,924-41.3% |