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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 | $36,393 | $91,167-60.1% | $178,498-79.6% | $79,858-54.4% |
| Participation rate | 33.3% | 69.2%-35.9pp | 81.9%-48.6pp | 69.6%-36.3pp |
| Annual return | 4.97% | 24.19%-19.2pp | 151.09%-146.1pp | 31.72%-26.7pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $428 | $3,236-86.8% | $5,202-91.8% | $3,740-88.6% |
| Admin fee / account holder | $1,357 | $6,747-79.9% | $13,985-90.3% | $5,306-74.4% |