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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 | $32,909 | $77,638-57.6% | $156,551-79.0% | $62,881-47.7% |
| Participation rate | 4.2% | 71.2%-67.0pp | 84.0%-79.8pp | 69.3%-65.1pp |
| Annual return | 1.75% | 50.33%-48.6pp | 32.23%-30.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $72 | $3,046-97.6% | $4,871-98.5% | $3,203-97.8% |
| Admin fee / account holder | $7,837 | $5,561+40.9% | $13,028-39.8% | $4,296+82.4% |