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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 | $30,958 | $58,292-46.9% | $86,640-64.3% | $71,511-56.7% |
| Participation rate | 9.9% | 65.0%-55.1pp | 71.7%-61.8pp | 67.9%-58.0pp |
| Annual return | 9.68% | 21.63%-12.0pp | 592.52%-582.8pp | 28.86%-19.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $352 | $3,438-89.7% | $4,438-92.1% | $4,291-91.8% |
| Admin fee / account holder | $1,271 | $1,057+20.2% | $5,616-77.4% | $1,588-20.0% |