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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 | $36,767 | $87,166-57.8% | $76,735-52.1% | $137,256-73.2% |
| Participation rate | 23.5% | 74.4%-50.8pp | 69.5%-46.0pp | 80.0%-56.4pp |
| Annual return | 10.50% | 26.50%-16.0pp | 29.77%-19.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $427 | $4,726-91.0% | $4,088-89.6% | $6,407-93.3% |
| Admin fee / account holder | $1,617 | $8,403-80.8% | $7,189-77.5% | $12,270-86.8% |