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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 | $42,496 | $65,034-34.7% | $90,970-53.3% | $79,856-46.8% |
| Participation rate | 24.3% | 61.6%-37.3pp | 69.0%-44.7pp | 69.6%-45.3pp |
| Annual return | 6.79% | 30.45%-23.7pp | 134.60%-127.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $761 | $2,512-69.7% | $3,373-77.5% | $3,741-79.7% |
| Admin fee / account holder | $9,366 | $4,536+106.5% | $5,961+57.1% | $5,306+76.5% |