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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 | $42,810 | $132,634-67.7% | $115,768-63.0% | $137,256-68.8% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.4%-47.1pp | 80.0%-52.7pp |
| Annual return | 9.49% | 160.70%-151.2pp | 100.46%-91.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $366 | $5,619-93.5% | $4,917-92.6% | $6,407-94.3% |
| Admin fee / account holder | $3,100 | $15,028-79.4% | $12,439-75.1% | $12,270-74.7% |