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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 | $40,857 | $85,171-52.0% | $172,753-76.3% | $72,976-44.0% |
| Participation rate | 35.5% | 70.1%-34.6pp | 82.6%-47.2pp | 69.5%-34.0pp |
| Annual return | 13.28% | 27.32%-14.0pp | 803.00%-789.7pp | 81.02%-67.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $585 | $3,260-82.1% | $5,198-88.8% | $3,608-83.8% |
| Admin fee / account holder | $13,753 | $5,880+133.9% | $13,956-1.5% | $5,124+168.4% |