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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 | $34,956 | $108,825-67.9% | $156,181-77.6% | $82,448-57.6% |
| Participation rate | 7.0% | 72.4%-65.4pp | 78.8%-71.9pp | 68.1%-61.1pp |
| Annual return | 7.28% | 20.59%-13.3pp | 64.87%-57.6pp | 41.64%-34.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $154 | $4,577-96.6% | $6,132-97.5% | $4,139-96.3% |
| Admin fee / account holder | $5,463 | $9,341-41.5% | $14,586-62.5% | $7,234-24.5% |