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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 | $35,953 | $98,766-63.6% | $149,730-76.0% | $79,852-55.0% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.5%-60.3pp | 69.6%-47.4pp |
| Annual return | 9.93% | 27.43%-17.5pp | 276.70%-266.8pp | 31.72%-21.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $677 | $5,681-88.1% | $6,843-90.1% | $3,740-81.9% |
| Admin fee / account holder | $16,776 | $6,052+177.2% | $9,310+80.2% | $5,306+216.2% |