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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 | $33,203 | $72,272-54.1% | $101,264-67.2% | $79,858-58.4% |
| Participation rate | 10.0% | 68.5%-58.5pp | 75.8%-65.8pp | 69.6%-59.6pp |
| Annual return | 7.63% | 22.30%-14.7pp | 46.48%-38.9pp | 31.72%-24.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $335 | $3,282-89.8% | $4,370-92.3% | $3,740-91.0% |
| Admin fee / account holder | $11,469 | $4,401+160.6% | $5,947+92.9% | $5,306+116.2% |