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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 | $32,738 | $102,385-68.0% | $147,080-77.7% | $80,935-59.6% |
| Participation rate | 22.9% | 75.9%-53.0pp | 82.2%-59.3pp | 67.7%-44.8pp |
| Annual return | 8.05% | 135.09%-127.0pp | 420.17%-412.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,221 | $6,651-81.6% | $8,066-84.9% | $4,299-71.6% |
| Admin fee / account holder | $7,609 | $7,951-4.3% | $12,989-41.4% | $6,924+9.9% |