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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 | $33,673 | $81,358-58.6% | $155,556-78.4% | $80,959-58.4% |
| Participation rate | 9.0% | 66.3%-57.3pp | 78.2%-69.3pp | 67.7%-58.7pp |
| Annual return | 7.80% | 33.39%-25.6pp | 64.84%-57.0pp | 35.67%-27.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $233 | $3,455-93.2% | $5,631-95.9% | $4,300-94.6% |
| Admin fee / account holder | $35,023 | $7,994+338.1% | $15,885+120.5% | $6,925+405.7% |