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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 | $35,460 | $106,864-66.8% | $147,318-75.9% | $82,637-57.1% |
| Participation rate | 19.2% | 75.5%-56.3pp | 82.1%-62.8pp | 68.1%-48.8pp |
| Annual return | 10.80% | 27.49%-16.7pp | 70.43%-59.6pp | 53.51%-42.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $421 | $6,496-93.5% | $7,906-94.7% | $4,126-89.8% |
| Admin fee / account holder | $9,393 | $8,415+11.6% | $13,708-31.5% | $7,339+28.0% |