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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 | $35,591 | $87,166-59.2% | $76,735-53.6% | $137,256-74.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 6.48% | 26.50%-20.0pp | 29.77%-23.3pp | 220.34%-213.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $214 | $4,726-95.5% | $4,088-94.8% | $6,407-96.7% |
| Admin fee / account holder | $25,626 | $8,403+205.0% | $7,189+256.4% | $12,270+108.8% |