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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 | $33,230 | $98,766-66.4% | $149,730-77.8% | $79,852-58.4% |
| Participation rate | 26.9% | 75.8%-48.9pp | 82.5%-55.6pp | 69.6%-42.7pp |
| Annual return | 9.44% | 27.43%-18.0pp | 276.70%-267.3pp | 31.72%-22.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $442 | $5,681-92.2% | $6,843-93.5% | $3,740-88.2% |
| Admin fee / account holder | $11,646 | $6,052+92.4% | $9,310+25.1% | $5,306+119.5% |