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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 | $42,879 | $67,602-36.6% | $82,312-47.9% | $70,126-38.9% |
| Participation rate | 34.1% | 72.8%-38.6pp | 76.9%-42.7pp | 69.5%-35.4pp |
| Annual return | 9.65% | 21.57%-11.9pp | 25.88%-16.2pp | 73.15%-63.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $857 | $2,987-71.3% | $3,706-76.9% | $3,332-74.3% |
| Admin fee / account holder | $28,240 | $4,512+525.9% | $5,608+403.6% | $4,645+507.9% |