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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 | $31,314 | $78,707-60.2% | $117,861-73.4% | $70,126-55.3% |
| Participation rate | 37.9% | 73.2%-35.3pp | 79.7%-41.7pp | 69.5%-31.6pp |
| Annual return | 11.09% | 23.30%-12.2pp | 335.11%-324.0pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $419 | $3,297-87.3% | $4,482-90.7% | $3,332-87.4% |
| Admin fee / account holder | $8,771 | $5,066+73.1% | $8,021+9.4% | $4,645+88.8% |