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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 | $37,480 | $96,524-61.2% | $75,900-50.6% | $152,909-75.5% |
| Participation rate | 29.4% | 76.2%-46.8pp | 69.3%-39.9pp | 82.5%-53.0pp |
| Annual return | 10.98% | 33.93%-22.9pp | 30.73%-19.7pp | 345.46%-334.5pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,091 | $4,554-76.0% | $3,604-69.7% | $5,851-81.4% |
| Admin fee / account holder | $47,928 | $8,082+493.0% | $5,421+784.1% | $11,601+313.1% |