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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 | $32,974 | $49,791-33.8% | $78,210-57.8% | $70,126-53.0% |
| Participation rate | 23.8% | 62.3%-38.6pp | 68.7%-45.0pp | 69.5%-45.8pp |
| Annual return | 12.81% | 20.75%-7.9pp | 40.90%-28.1pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $816 | $2,150-62.1% | $2,823-71.1% | $3,332-75.5% |
| Admin fee / account holder | $4,114 | $3,181+29.3% | $3,758+9.4% | $4,645-11.5% |