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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 | $94,031-63.7% | $115,768-70.5% | $82,448-58.6% |
| Participation rate | 43.2% | 70.4%-27.2pp | 74.4%-31.2pp | 68.1%-24.8pp |
| Annual return | 9.63% | 20.61%-11.0pp | 100.46%-90.8pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $379 | $3,972-90.5% | $4,917-92.3% | $4,139-90.8% |
| Admin fee / account holder | $13,001 | $10,249+26.8% | $12,439+4.5% | $7,234+79.7% |