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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 | $31,253 | $73,459-57.5% | $178,449-82.5% | $74,400-58.0% |
| Participation rate | 34.3% | 66.6%-32.3pp | 77.1%-42.8pp | 67.2%-32.9pp |
| Annual return | 10.14% | 17.50%-7.4pp | 27.09%-17.0pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,951-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,539 | $4,515-65.9% | $6,277-75.5% | $4,348-64.6% |
| Admin fee / account holder | $3,610 | $1,812+99.2% | $10,362-65.2% | $1,944+85.7% |