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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 | $38,141 | $84,236-54.7% | $170,435-77.6% | $70,126-45.6% |
| Participation rate | 31.4% | 70.8%-39.4pp | 83.6%-52.2pp | 69.5%-38.1pp |
| Annual return | 8.84% | 23.06%-14.2pp | 205.94%-197.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $638 | $3,086-79.3% | $4,939-87.1% | $3,332-80.8% |
| Admin fee / account holder | $1,117 | $5,698-80.4% | $13,881-92.0% | $4,645-76.0% |