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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 | $33,289 | $110,483-69.9% | $145,433-77.1% | $79,634-58.2% |
| Participation rate | 4.6% | 71.1%-66.5pp | 82.1%-77.5pp | 62.5%-57.9pp |
| Annual return | 14.02% | 24.62%-10.6pp | 66.58%-52.6pp | 36.46%-22.4pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $503 | $7,216-93.0% | $7,897-93.6% | $3,835-86.9% |
| Admin fee / account holder | $732 | $680+7.6% | $13,129-94.4% | $1,002-27.0% |