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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 | $34,115 | $97,648-65.1% | $121,663-72.0% | $87,485-61.0% |
| Participation rate | 43.2% | 70.5%-27.2pp | 74.5%-31.2pp | 68.9%-25.7pp |
| Annual return | 9.63% | 18.03%-8.4pp | 147.54%-137.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $379 | $3,923-90.3% | $4,887-92.2% | $4,274-91.1% |
| Admin fee / account holder | $13,001 | $11,100+17.1% | $14,289-9.0% | $7,775+67.2% |