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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 | $35,662 | $85,171-58.1% | $172,752-79.4% | $72,975-51.1% |
| Participation rate | 20.3% | 70.1%-49.8pp | 82.6%-62.4pp | 69.5%-49.2pp |
| Annual return | 15.00% | 27.32%-12.3pp | 802.97%-788.0pp | 81.01%-66.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $277 | $3,260-91.5% | $5,198-94.7% | $3,608-92.3% |
| Admin fee / account holder | $8,304 | $5,880+41.2% | $13,955-40.5% | $5,124+62.1% |