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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 | $34,489 | $101,778-66.1% | $164,975-79.1% | $80,925-57.4% |
| Participation rate | 22.4% | 71.8%-49.4pp | 78.6%-56.2pp | 67.7%-45.2pp |
| Annual return | 7.17% | 16.73%-9.6pp | 70.12%-63.0pp | 35.65%-28.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $321 | $4,477-92.8% | $6,033-94.7% | $4,299-92.5% |
| Admin fee / account holder | $11,941 | $8,221+45.2% | $12,688-5.9% | $6,940+72.1% |