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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 | $33,664 | $50,860-33.8% | $155,574-78.4% | $77,714-56.7% |
| Participation rate | 20.6% | 63.1%-42.6pp | 78.2%-57.7pp | 70.6%-50.0pp |
| Annual return | 10.71% | 34.86%-24.2pp | 64.87%-54.2pp | 31.26%-20.5pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $799 | $2,825-71.7% | $5,629-85.8% | $4,649-82.8% |
| Admin fee / account holder | $3,759 | $436+761.3% | $15,914-76.4% | $433+767.6% |