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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 | $39,796 | $51,642-22.9% | $129,384-69.2% | $80,935-50.8% |
| Participation rate | 19.5% | 56.9%-37.4pp | 69.6%-50.1pp | 67.7%-48.1pp |
| Annual return | 10.44% | 20.78%-10.3pp | 9461.77%-9451.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $283 | $2,670-89.4% | $4,166-93.2% | $4,299-93.4% |
| Admin fee / account holder | $4,552 | $4,312+5.6% | $7,686-40.8% | $6,924-34.3% |