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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 | $36,582 | $48,314-24.3% | $67,561-45.9% | $80,925-54.8% |
| Participation rate | 45.1% | 66.4%-21.3pp | 72.9%-27.8pp | 67.7%-22.6pp |
| Annual return | 9.21% | 18.28%-9.1pp | 3525.44%-3516.2pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $774 | $2,927-73.5% | $4,003-80.7% | $4,299-82.0% |
| Admin fee / account holder | $5,461 | $3,690+48.0% | $4,006+36.3% | $6,940-21.3% |