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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 | $25,457 | $63,346-59.8% | $92,240-72.4% | $70,126-63.7% |
| Participation rate | 38.2% | 68.7%-30.4pp | 76.5%-38.2pp | 69.5%-31.3pp |
| Annual return | 9.13% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $729 | $2,854-74.4% | $3,897-81.3% | $3,332-78.1% |
| Admin fee / account holder | $8,223 | $3,841+114.1% | $5,194+58.3% | $4,645+77.0% |