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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 | $34,143 | $89,259-61.7% | $107,187-68.1% | $82,637-58.7% |
| Participation rate | 20.4% | 67.9%-47.5pp | 75.0%-54.6pp | 68.1%-47.6pp |
| Annual return | 11.59% | 21.02%-9.4pp | 204.55%-193.0pp | 53.51%-41.9pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $778 | $4,037-80.7% | $5,096-84.7% | $4,126-81.1% |
| Admin fee / account holder | $1,138 | $7,381-84.6% | $9,162-87.6% | $7,339-84.5% |