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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 | $34,850 | $63,346-45.0% | $92,240-62.2% | $70,126-50.3% |
| Participation rate | 23.2% | 68.7%-45.5pp | 76.5%-53.3pp | 69.5%-46.3pp |
| Annual return | 9.77% | 530.19%-520.4pp | 176.29%-166.5pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $142 | $2,854-95.0% | $3,897-96.3% | $3,332-95.7% |
| Admin fee / account holder | $1,633 | $3,841-57.5% | $5,194-68.6% | $4,645-64.8% |