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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 | $35,867 | $93,598-61.7% | $135,974-73.6% | $75,173-52.3% |
| Participation rate | 30.6% | 75.2%-44.6pp | 81.9%-51.4pp | 67.2%-36.6pp |
| Annual return | 9.30% | 30.89%-21.6pp | 68.30%-59.0pp | 160.72%-151.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $779 | $6,405-87.8% | $7,760-90.0% | $4,126-81.1% |
| Admin fee / account holder | $6,905 | $6,978-1.0% | $10,767-35.9% | $5,651+22.2% |