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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 | $45,182 | $48,011-5.9% | $63,803-29.2% | $82,637-45.3% |
| Participation rate | 36.7% | 66.6%-29.9pp | 72.7%-36.0pp | 68.1%-31.3pp |
| Annual return | 10.32% | 19.84%-9.5pp | 543.72%-533.4pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $597 | $2,846-79.0% | $3,843-84.5% | $4,126-85.5% |
| Admin fee / account holder | $8,111 | $3,873+109.4% | $5,196+56.1% | $7,339+10.5% |