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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 | $31,406 | $63,346-50.4% | $92,239-66.0% | $70,124-55.2% |
| Participation rate | 53.3% | 68.7%-15.3pp | 76.5%-23.1pp | 69.5%-16.2pp |
| Annual return | 9.97% | 530.19%-520.2pp | 176.29%-166.3pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $719 | $2,854-74.8% | $3,897-81.5% | $3,332-78.4% |
| Admin fee / account holder | $13,117 | $3,841+241.5% | $5,194+152.5% | $4,645+182.4% |