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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 | $34,272 | $53,128-35.5% | $86,582-60.4% | $70,126-51.1% |
| Participation rate | 12.8% | 65.3%-52.5pp | 73.5%-60.7pp | 69.5%-56.7pp |
| Annual return | 7.83% | 27.66%-19.8pp | 965.08%-957.3pp | 73.15%-65.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $175 | $2,695-93.5% | $3,609-95.2% | $3,332-94.8% |
| Admin fee / account holder | $1,333 | $3,584-62.8% | $4,904-72.8% | $4,645-71.3% |